Adding, editing, removing, hiding, or reordering tools

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.

To add, edit, remove, or reorder the tools in the menubar of your site, or to hide them from normal users, you can choose between the Edit Tools feature and the Reorder Tools feature, depending on what you want to do:

On this page:


Using Edit Tools

  1. From your site's menubar, click Site Info.

    Alternatively, from the menubar in My Workspace, click Worksite Setup, check the box next to the site you wish to revise, and then click Edit.

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

  2. Click Edit Tools.

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

  4. Click Continue.

  5. If you're adding any of the following tools, the Customize Tools screen will provide you a chance to make certain changes. If you're not adding 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're finished, click Continue.

  6. 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.

Using Reorder Tools

  1. From your site's menubar, choose Site Info.

    Alternatively, from the menubar in My Workspace, click Worksite Setup, check the box next to the site you wish to revise, and then click Edit.

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

  2. At the top of the page, click Page Order.

  3. You can do the following:

    • To add a tool, at the top of the page, click Add tool(s) to your site. Check the box for each tool you want to add, and then click Add selected tools. The new tool will appear at the bottom of the list of tools.
    • To remove a tool, click the delete icon  
      Remove the following tool from the site
        .
    • To reorder tools, click and drag the different tools until they are in the order you want.
    • To edit the name of a tool, click the edit icon  
      Edit the following tool
       .
    • To hide a tool from normal users, click the light bulb  
      Hide the following tool from normal users
       .

      Note: Changes do not take effect in the menubar until you click Save.

  4. Click Save to save your changes.