Organisation Chart

Organisation Chart Overview

The SapphireOne Organisation Chart is a graphical depiction that shows your organisation and the hierarchal levels and structures within that organisation. Typically, these charts will help an organisation define the roles and responsibilities within your particular organisation. For example, these charts can also help your organisation with future succession planning. This is a strategy for identifying and developing future leaders within your organisation. 

The SapphireOne Organisation Chart provides a visual representation of the relationships within your team/s. The visual depiction of your organisation helps with the relationships between individuals and departments, and provides a very clear and precise overview of your organisation.

Within SapphireOne creating the organisation chart will always commence with putting a CEO or Managing Director at the top of your chart, subsequently entering the departments or hierarchal levels and possibly a person’s name for each one of those departments or levels.

There is no provision for renaming the levels so if a mistake is made, delete the level with the error and it plus all levels below will be deleted and start again.

  • Remove Level Button – Any level may be removed by selecting this button.
  • Add Level Button – Levels may be created or added by selecting this button.
    • Alerts – For both of the options above there will be an alert displayed asking for confirmation of the deletion, or asking for the name of the new level.

Once this Organisation chart has been created the user may then modify the required users access file and enter the level at which they are to be set at.
To do this go to Utilities \ Controls \ User Access Inquiry \ Details Page
In the centre of the screen there is the Company Area and at the bottom of the area is the Rules Level data entry field.

When the button is selected in this area, SapphireOne will display the Organisation Chart as seen above enabling the user to select a level for the user being modified. 

Create the Organisation Chart first, then setup all the users with a Rules Level.
Then you may go and create your Workflow Rules based transactions that require user authorisation. 

Further documentation on this function is in the article in this section titled Workflow Rules Inquiry. 

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for anybody doing data entry within SapphireOne. Any data entry field that the user can type into using a keyboard, they can use this feature.

They can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client and they have just made a phone call to that particular client using the Softphone technology, this will automatically date and time stamp the contact and the phone number you called to. As soon as the call is completed or finished, the user has the ability to use the Speech to Text (Windows) function or Dictation (MacOS) function and dictate into the memo field of the CRM contact, adding as much description as they require.

This functionality applies across every single Data Entry screen. For example, if the user is entering a Vendor Invoice (VI) and they want to add a memo within the Vendor Invoice (VI), the user can simply dictate the memo. Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account when the user is completing data entry using a General Ledger, there’s always a unique memo field for each General Ledger account line, the user can utilise this feature to quickly add the information they need to add. Additionally, if you’ve got an interview with an employee and after the interview process is completed the user is able to make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool and it’s something that we at SapphireOne as well as our clients utilise daily. It is a massive timesaver. 


You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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