Adding, editing, or removing tools

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. For a basic understanding of roles and permissions, see Permissions and roles: Overview.

Note: If your site's menubar doesn't include Site Info, see Adding, editing, or deleting tools on the menubar from Worksite Setup.

Using the Site Info tool, you can add, edit, or remove the tools on the menubar. To do so:

  1. In your site, from the menubar, click Site Info.

  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:

    • 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.