Editing the Workspace with the Ribbon Designer

-When editing a workspace, the Ribbon Designer allows you to customize the Quick Access toolbar and the ribbon for that workspace.

Note: To customize the toolbar and ribbon in a standard workspace, you must copy the workspace and edit the copy. You cannot edit the original workspace. Then, you must update the staff profile to use the copied workspace.

To customize the toolbar and ribbon for a workspace, use the high-level steps below.

1. From the Common Administration Items, select Application Appearance > Workspaces to open the Workspaces explorer.

2. In the right frame, right click on the workspace and select Edit.

3. From the Home tab, click Ribbon. The Ribbon Designer opens in a separate window.

4. From the Ribbon Designer, you can edit both the Quick Access icons and the ribbon tabs and buttons. Separate instructions are provided below for customizing the Quick Access toolbar and the ribbon.

5. After customizing the toolbar icons and the ribbon, click OK to close the Ribbon Designer.

6. Save the workspace.

Important! After closing the Ribbon Designer, you must still save the workspace even if you did not make any other edits.

-Editing Quick Access Icons

1. Within the Quick Access toolbar, you can add and remove icons or reorder them.

2. From the Ribbon Designer, click Choose Buttons to the right of the icons at the top of the window.

3. In the Add or Remove Buttons window, enable or disable the checkboxes next to each item and click OK.

4. When the pop-up window closes, the icons refresh to reflect your modifications. Icons are listed in the order that you enabled the checkboxes. Therefore, to reorder the icons in the Quick Access toolbar, click Choose Buttons and clear all the checkboxes. Then, enable each checkbox in the order that you want them to display and click OK.

-Editing Items in the Workspace Ribbon
-Workspace ribbons consist of the following elements:

Hope this helps.