Adding, editing, or deleting tools on the menubar from Worksite Setup

Note: To complete these procedures, you must be assigned a role having the necessary permissions. To determine your role, follow the directions in Participant roles. For a basic understanding of roles and permissions, see Permissions and roles: Overview.

You can add, edit, or delete the tools that appear on your site's menubar through Worksite Setup in My Workspace.

  1. From the menubar in My Workspace, click Worksite Setup.

  2. Check the box next to the site where you wish to add, edit, or delete tools, and then click Edit.

    Note: Although you can check multiple boxes, you can only edit information about one site at a time.

  3. Click Edit Tools.

  4. Check the boxes next to the tools that you wish to add to your menubar; uncheck the box if you are deleting a tool.

  5. Click Continue.

  6. If you're adding or already using the following tools, the Customize Tools screen will provide a chance to make certain changes. If you're not adding or using one of the tools below, skip to the next step. For the following tools, these tasks are possible:

    • Email Archive: Create or modify your site email address
    • News: Add or modify news feed titles and URLs; titles will appear in your menubar
    • Web Content: Add or modify titles and URLs; titles will appear in your menubar

    When you are finished, click Continue.

  7. On the confirmation screen, you will see a list of your site's tools and any changes you've made. If the list is accurate, click Finish. To edit your changes, click Back, or if you wish to cancel, click Cancel.

Note: As an alternative to the directions above, you can add, edit, or delete tools on the menubar from within each site using the Site Info tool. See Adding, removing, reordering, renaming, or hiding tools.