Adding, editing, or deleting tools on the
menubar from Worksite Setup
Note: To complete the procedures in this
document, you must be assigned a role having the necessary
permissions. To determine your role, follow the directions in Participant roles. To view a list of permissions
associated with a given role, see Permissions, roles, and tools. 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. To do so, follow these steps:
- From the menubar in My Workspace, click
Worksite Setup
.
- Check the box next to the site where you wish to add, edit, or
delete tools, and then click
Revise
.
Note: Although you are able to check multiple boxes,
you can only revise the tools in one site at a time.
- Click
Edit Tools
.
- Check the boxes next to the tools that you wish to add to your
menubar; uncheck the box if you are deleting a tool.
- Click
Continue
.
- 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
.
- 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
.