Manage hierarchies and hierarchies settings
Hierarchies are found in settings -> attributes when selecting a choice or user attribute.
Scenario
Alex is a manager of segment Business Area: Commercial. Beneath the organizational business areas, there are 3 organizational levels, containing Departments, Teams, and Sub Teams. By building a hierarchy in Eletive on every level, from the top to the bottom, based on the organizational hierarchies, Alex will get access to every segment report belonging to Business Area: Commercial. Riley is a manager of Department: Sales which has 2 levels beneath it, which is Teams and Sub Teams. By having the hierarchy built, Riley will get access to all segment reports beneath Department: Sales. The same applies to all managers on all levels in the organization.
By using the Eletive hierarchy feature, you will be able to foster a culture of collaboration and accountability. This enables managers to have a clear view of their respective teams or departments, enabling effective delegation of tasks and tracking of responsibilities.
Add, edit or remove hierarchies
When adding a hierarchy, the manager of the parent segment will get access to all segments below in the hierarchy. To add your organization's hierarchies in the tool, complete the following steps:
- Click on Settings in the navigation menu
- Click on Attributes and select a choice or user attribute
- There are then different ways to add hierarchies, read more about them below
Automatic
Use this feature to automatically create hierarchies for your organization either once or continuously. The auto hierarchy feature makes it easier to create an organizational structure within the tool. This is the recommended way as it will keep the hierarchy up-to-date automatically if that is chosen which will save time and administration.
Create hierarchies and give managers the right access by simply choosing a parent attribute and adding child attributes. A parent attribute is the top level of the hierarchy and the child attributes are the different segments you want to connect under the parent attribute. All manager access will automatically fall through the segments.
Activate auto hierarchies to your attributes
To activate auto hierarchies for your attributes, proceed by:
- Open the attribute at hand (that should be the parent) and press the Hierarchies tab
- Press the Auto hierarchy button
- Read the instructions
- Choose Lowest Accepted Match in the drop-down
The lowest accepted match is the definition of how much of a match the parent segments must have with the child segments. Meaning that the users added in the parents' segments must match the child segments with either 100%, 90%, 80%, 70%, or 60% to be able to create a hierarchy. - Press the Add Attribute button
- Choose your Attribute
- You can proceed by adding multiple attributes if needed
- Click on Save or Run Once
Save will create hierarchies and continue to update continuously when and if changes happen within the organization. The segments that are chosen as child segments cannot be added to a hierarchy manually. If users are added or moved the hierarchies update automatically in relation to the changes.
Run Once will create hierarchies and after that, the hierarchies can be edited or deleted. The hierarchies will not be updated automatically when changes are made in the organization.
Mass edit
This way is preferred for bulk upload of many hierarchies. To use Mass edit, click on the Mass edit hierarchies button and follow the instruction on this page.- Press the Mass edit hierarchies button
- Download template
- Fill the CSV-file with data
- Remove all rows not containing both parent- and child values
- Save the file (do not change file-format)
- Upload template
Manually
To add hierarchies manually, navigate to Hierarchies in the attribute where you have the parent segment you want to build a hierarchy below
- Press the Add new hierarchy button
- Select parent segment
- Select one or more child segments
- Press the Create button