Hierarchy Manager
The Hierarchy Manager is a tool for creating, organizing, and managing hierarchical data structures. It provides an interface for building tree-based organizational structures with support for roles, permissions, business keys, and CSV import functionality.
Interface Layout
The Hierarchy Manager interface consists of three main sections:
- Left Sidebar — Contains the hierarchy and group list with search functionality
- Top Toolbar — Provides view toggles, actions, and utility buttons
- Main Content Area — Displays the hierarchy tree or column view
Empty Hierarchy State
This is what you will see when you create your first hierarchy. There are two options to get started.
Options:
- ADD ROOT NODE — Create the first node manually
- UPLOAD FROM CSV — Bulk import nodes from a CSV file and automatically generate the tree structure
Sidebar Navigation
Hierarchies and Groups
Hierarchies are organized into collapsible groups in the sidebar. Groups help categorize related hierarchies together.
- Ungrouped — Hierarchies not assigned to any group
- Named Groups (e.g., "Test Group Renamed", "Pouya Inc", "Platform Developers") — Custom groups containing related hierarchies
Sidebar Actions
At the top of the sidebar, you'll find:
- Search Bar — Filter hierarchies by name
- + Hierarchy — Create a new hierarchy
- + Group — Create a new group
- Manage Roles — Access the roles management page
- Manage Permissions — Access the permissions management page
Creating a New Hierarchy
Click + Hierarchy in the sidebar to open the Create New Hierarchy dialog.
| Field | Description |
|---|---|
| Name | The unique identifier for your hierarchy (e.g., "Product Taxonomy") |
| Description | A brief description of the hierarchy's purpose |
| Group | Select an existing group or choose "+ Create new group" to add a new one |
| Business Key Description | Define what constitutes a node's business key in this hierarchy |
Creating a New Group
Click + Group in the sidebar to create a new group.
| Field | Description |
|---|---|
| Name | The group name (e.g., "Data Governance") |
| Description | Optional description of the group's purpose |
Viewing Hierarchies
Selecting a Hierarchy
Click on any hierarchy name in the sidebar to view its structure. The selected hierarchy will be highlighted and its content displayed in the main area.
Tree View
The default view displays hierarchies as an expandable tree structure.
Tree View Features:
- Click the arrow to expand/collapse nodes
- Nodes display their name and any assigned roles/business keys
- Indentation indicates parent-child relationships
Columns View
Click the Columns button in the toolbar to switch to column-based navigation.
Columns View Features:
- Each column represents a level in the hierarchy
- Shows child count for each node
- Click a node to reveal its children in the next column
- Works well for wide, shallow hierarchies
Managing Nodes
Context Menu
Right-click on any node to access the context menu with available actions.
| Action | Description |
|---|---|
| Add Child Node | Create a new child node under the selected node |
| Edit Node | Open the node editor to modify properties |
| Move Node | Relocate the node to a different parent |
| Merge into... | Merge this node into another node |
| Manage Business Keys | Add or edit business keys for this node |
| Manage Roles | Assign or remove roles from this node |
| Delete Node | Remove the node (highlighted in red) |
Editing Nodes
Select Edit Node from the context menu to open the editor.
| Property | Description |
|---|---|
| Node Name | Primary identifier shown in the tree (required) |
| Display Name | Optional override label for display purposes |
| Description | Additional context or notes about the node |
| Business Keys | Unique identifiers associated with this node |
| Roles | Roles assigned to this node |
You can also edit the node's display name by double clicking on it.
Adding Business Keys
- Enter the business key value in the input field
- Click ADD to add the key
- Business keys appear as tags on the node in the tree view with a key icon.
Assigning Roles
- Click the role dropdown to search and select a role
- Click ADD to assign the role
- Roles are displayed with a person icon next to the node name
Managing Roles
Click Manage Roles in the sidebar to access the roles management page.
Roles Table
| Column | Description |
|---|---|
| ID | Auto-generated unique identifier |
| Name | The role name |
| Description | Purpose or description of the role |
| Actions | Edit or Delete the role |
Creating a New Role
Click + NEW ROLE to add a new role inline.
Enter the role name and description, then click SAVE to create the role.
Managing Permissions
Click Manage Permissions in the sidebar to access the permissions page.
Permission Levels
| Permission | Description |
|---|---|
| READ | View the hierarchy and its nodes |
| EDIT | Modify nodes within the hierarchy |
| MANAGE | Full control including permissions management |
Setting Permissions
- Select a group or hierarchy from the left panel
- Users with access appear in the main area
- Check/uncheck permission boxes as needed
- Click SAVE CHANGES to apply
Toolbar Actions
The toolbar at the top of the main content area provides quick actions.
View Controls
- Tree — Switch to tree view
- Columns — Switch to column view
Tree Actions
- Expand All — Expand all nodes in the tree
- Collapse All — Collapse all nodes to show only the root node
Utilities
- Upload from CSV — Import hierarchy data from a CSV file
- Info — View hierarchy information and metadata
- Legend — Display the legend for icons and indicators
Searching
Sidebar Search
Use the search bar at the top of the sidebar to filter hierarchies by name.
Node Search
Use the "Search nodes..." field above the tree to find specific nodes within the current hierarchy.