What is the Toolbox?
The Toolbox provides quick access to management features and personal tools. It adapts what you see based on your role, permissions, and whether you're viewing as yourself or as a team you manage.
Accessing the Toolbox
Location: Home Tab → Toolbox (third tab) The Toolbox appears as the rightmost tab in your home screen, alongside Tasks and Dashboard.
Available Tools
The tools you see depend on your role and current view context:
Personal View (Your Own Tools)
My Teams - List teams you manage or are a member of
Meeting Attendance - Track your meeting attendance
My Plans - View and manage your quarterly goals
My 1:1s - Your interview tracking and history
My Shadows - Shadow/training sessions you've completed
My Accounts - Accounts assigned to you
My Contacts - Contacts you're associated with
Skill Insights - Conversation management and feedback (if enabled)
Team Manager View (When Viewing a Team)
My Team - View team members and hierarchy
Meeting Attendance - Track team's meeting attendance
Team Quarterly Plan - Manage team goals and plans (requires plan:list permission)
Team 1:1s - View all team member interviews
Team Shadows - View all team shadow sessions
Switching Views
Use the "View As" selector to switch between:
Your personal view - See your own data and tools
Team view - See tools for teams you manage
The Toolbox automatically updates to show relevant tools for your selected view.
Permissions
Access to certain tools requires specific permissions:
Team Quarterly Plan - Requires plan:list permission for that team
Team management tools (1:1s, Shadows, Plans) - Only visible for teams you manage
Skill Insights - Only appears if conversation feature is enabled for your company
Features
My Teams
Displays two sections:
Managing - Teams where you're a manager
Member of - Teams where you're a member (but not managing)
Tap any team to view its details and hierarchy.
Meeting Attendance
Track attendance for meetings:
Personal view: Your own attendance record
Team view: Attendance for all team members
Quarterly Plans
Access quarterly goal planning:
Personal view: Your individual goals
Team view: Team-wide goals and planning (permission required)
1:1s & Shadows
Track coaching and training sessions:
Personal view: Your own sessions
Team view: All team member sessions
Accounts & Contacts
Quick access to your accounts and contacts without navigating through other menus.
Tips
The Toolbox only shows tools you have permission to use
Tools automatically hide if you don't meet requirements (no error messages)
Single-user accounts only see "My Accounts" and "My Contacts"
Switch views using the "View As" selector to access team management tools