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Hierarchies

Manage hierarchies and hierarchy settings

Introduction to Hierarchies

An Eletive hierarchy is a structure used to reflect organizational- or people structures. They help create a clear chain of command and access control within the platform. By setting up Eletive hierarchies, 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. 

Hierarchies are found under Settings / Attributes when selecting a choice- or users-type attribute. Components of a hierarchy:

  • The Root segment is the top-most segment in the hierarchy, which doesn't have a parent segment. 
  • A Parent segment is a segment that has one or more child segments directly below it. 
  • A Child segment is a segment that is directly below another segment (its parent).
    A child segment can also act as a parent segment to other segments. 
  • A Leaf segment is a segment that does not have any children. 

A hierarchy is defined by setting a parent segment and its child segments. When assigning a user manager access to a parent segment, they will also gain manager access to all connected child segments in the hierarchy.

Example and use case scenario

See a visual representation of a hierarchy for Choice type attributes below

hierarkies

Alex is a manager of the segment Commercial in attribute Business Areas. 
Beneath the organizational business areas, there are 3 organizational levels/attributes.

  • Departments level 1
  • Department level 2 
  • Group

By building a hierarchy in Eletive on every level, based on the organizational hierarchies, Alex will get manager access to all the child segments of Commercial. Below are the segments listed for each attribute in this example:

  • Departments level 1: HR, Sales
  • Department level 2 HR BPs, Sales SW, Sales DK, Sales US
  • Group: Group 1, Group 2, Sales gr. 1, Sales gr. 2, Sales team 1

Manage hierarchies and hierarchy settings 

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:

  1. Click on Settings in the navigation menu
  2. Click on Attributes and select a choice or user attribute
  3. There are then different ways to add hierarchies, read more about them below

Automatic

Eletive also offers Automatic hierarchies, which allow you to create and maintain hierarchies based on how users are structured across different attributes. Instead of manually linking segments, the system can generate these relationships for you, either once or continuously.

Automatic hierarchies work by comparing the users in segments from a chosen "child attribute" with the segments in a chosen "parent attribute". Based on how well the users overlap, Eletive automatically connects each child segment to the most relevant parent segment and applies manager access accordingly.

This approach is recommended when you want to reduce manual administration and keep hierarchies aligned with your actual organizational structure.
For a full explanation of how the matching works, configuration options, and important things to consider before enabling the feature, see the dedicated article on Automatic hierarchies.

Activate auto hierarchies to your attributes

To activate auto hierarchies for your attributes, proceed by:

  1. Open the attribute at hand (that should be the parent) and press the Hierarchies tab
  2. Press the Auto hierarchy button
  3. Read the instructions
  4. Choose Lowest Accepted Match in the drop-down
    autihierarchy 2

    The lowest accepted match defines how large a share of the users in a child segment must also belong to the same parent segment for Eletive to create a hierarchy between them.

    In practice, the system looks at the members of each child segment and compares them to the segments in the parent attribute. If at least 100%, 90%, 80%, 70%, or 60% of the users in a child segment match a single parent segment (depending on your chosen threshold), the hierarchy is created.

    A higher percentage means stricter matching and more explicit hierarchies.
    A lower percentage allows hierarchies to be created even when segments overlap less.

  5. Press the Add Attribute button
  6. Choose your Attribute
  7. You can proceed by adding multiple attributes if needed
  8. 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 three dots followed by "Mass edit hierarchies" 

  1. Press the Mass edit hierarchies button
  2. Download template
  3. Fill the CSV-file with data
    mass edit
  4. Remove all rows not containing both parent- and child values
  5. Save the file (do not change file-format)
  6. 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

  1. Press the Add new hierarchy button
  2. Select parent segment
  3. Select one or more child segments
  4. Press the Create button