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  • Enterprise Plan
    • Quick Start Guide
    • Introduction
    • Platform Overview
    • Basic Concepts

Personal Account

Learn how to manage your personal account, customize your profile, and navigate your dashboard to make the most of tDoc's features.

Welcome to Your Personal Account

After signing up, you'll be redirected to your personal account dashboard - your command center for managing everything that matters to you on tDoc.

Personal Account Dashboard

What Can You Do With Your Personal Account?

Your personal account is your private space on the platform. From here you can:

  • Manage your profile information
  • Track personal tasks and events
  • Monitor your platform usage
  • Access your teams and AI conversations

Connect With Our Community

🌟 Join the conversation! Find the community link on your dashboard sidebar to:

  • Get the latest platform updates
  • Connect with other users
  • Access helpful resources
  • Share your feedback and ideas

Managing Your Profile

Your profile is how you appear across tDoc. Here's how to keep it up to date:

Update Your Profile Picture

  1. Go to the Settings > Profile section
  2. Click the circle icon to upload a new profile picture
  3. Your new avatar will appear throughout the platform

Profile Picture

Change Your Name

  1. Navigate to the Settings > Profile section
  2. Enter your preferred name in the "Your Name" field
  3. Click "Update" to save your changes

Profile Name

Update Your Email Address

Having the correct email ensures you receive important communications:

  1. Enter your new email in the "Your New Email" field
  2. Confirm by typing it again in the "Repeat Email" field
  3. Click "Update Email Address"

Profile Email

Enhance Your Security With a New Password

  1. Enter your new password in the designated field
  2. Confirm it in the "Repeat new Password" field
  3. Click "Update Password" to secure your account

Profile Password

Set Your Timezone

Get times displayed correctly across your personal sections:

  1. Select your location from the timezone dropdown
  2. Save your preference
  3. Note: Team sections will still use their own timezone settings

Profile Timezone

Account Deletion

Need to remove your account? We've built in safeguards to protect your data:

  1. Click "Delete Account" in your profile settings
  2. Confirm by requesting a verification code sent to your email
  3. Enter the code when prompted
  4. Verify to complete the deletion

⚠️ Important: This action permanently removes your account and all associated data!

Profile Delete Profile Delete Verification Profile Delete Verification Code

Your Dashboard at a Glance

Your dashboard gives you a quick overview of everything that matters:

📋 Tasks

See all tasks assigned to you - whether by your team or AI assistants - without having to navigate to separate task pages.

Dashboard Tasks

📊 Your Usage Stats

Monitor your platform activity with easy-to-read metrics on:

  • AI tokens consumed
  • Total call minutes used
  • Other resource utilization

Dashboard Usage

👥 Your Teams

Keep track of all the teams you belong to:

  • Team names
  • Your role within each team
  • Member counts
  • Quick access to team workspaces

Dashboard Teams

🤖 Your AI Conversations

Stay connected with your most active AI agents:

  • See which agents you interact with most
  • Track conversation history
  • Quickly resume previous discussions

Dashboard AI Conversations

Next Steps

Now that you're familiar with your personal account, here's what you can do next:

  • Create a team account to collaborate with colleagues
  • Set up your first AI agent to handle conversations
  • Customize your agent's prompts for better responses
  • Explore the analytics dashboard to track performance
  1. Welcome to Your Personal Account
    1. What Can You Do With Your Personal Account?
    2. Connect With Our Community
    3. Managing Your Profile
  2. Your Dashboard at a Glance
    1. 📋 Tasks
    2. 📊 Your Usage Stats
    3. 👥 Your Teams
    4. 🤖 Your AI Conversations
    5. Next Steps
    • Personal Account
    • Team and Personal Workspace
    • Navigation
    • API Keys
    • Billing