Organization Designer has a new user interface (UI), which has several visual differences and new features compared to the original UI. Administrators can switch to the new Organization Designer UI using the Enable New Organization Designer UI client property in System Admin > Client Properties.

Important: Future feature updates in Organization Designer will be available only in the new user interface.

This guide contains two sections about Organization Designer:

When referring to this documentation, make sure that you’re looking at the correct topics for the version that your organization is using. Topics that are specific to one version have a note at the top of the page that says “Original Organization Designer user interface” or “New Organization Designer user interface.” If there is no note, the topic applies to both versions.

When you open Organization Designer, you can easily tell which version you’re using. In the original UI, you see the Business Units/Positions switch at the top of the screen, which you use to switch between the two hierarchy views. In the new version, you see icons on the left side of the screen, which you use to switch between the screens. Also, the business unit cards look different in each version, as shown in the following screenshots:

New and original business unit cards
New User Interface Original User Interface
The Finance position card in the new user interface. The Finance business unit card in the original user interface.

The new UI improves accessibility with improved navigation using a keyboard or a screen reader. It also contains some additional features that aren’t available in the original UI, including:

  • A navigation menu on the left side of Organization Designer that you use to switch between screens.
  • Redesigned business unit and position panels. See Business Unitsand Positions.
  • The ability to change a position’s manager in the position panel instead of using drag-and-drop. See Update a Position's Managing Position.
  • Redesigned toolstrips at the top of the Business Units and Positions screens.
  • The ability to use edit modes to restrict which position attributes users can edit and configure different approval routes for different attributes and user roles.