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Team and Personal Workspace

Learn how to configure your workspace, customize your layout, and set preferences in tDoc.

🖥️ Personal and Team Workspace Layout

tDoc offers flexible workspace layouts to for your personal and team accounts:

🧩 Layout Styles

Sidebar Layout: A vertical sidebar navigation that gives you quick access to all your workspace features while maximizing your content area.

Header Layout: A horizontal header navigation that provides breadcrumb navigation within the workspace.

Header Layout

Your layout preference is stored and persists across sessions.

Top Account Selector: A dropdown menu that allows you to switch between your personal and team accounts. If you are a member of multiple teams, you can switch between them by searching orclicking the account name in selector.

Top Account Selector

Bottom Account Menu: A dropdown menu that allows to change theme and sign out of your account.

Bottom Account Menu

🌓 Dark and Light Mode

You can toggle between dark and light mode by using the bottom account menu:

  1. Clicking the Dark/Light button in Theme menu to switch between dark and light mode
  2. The change applies immediately and is saved for future sessions

Dark and Light Mode

📑 Sidebar Customization

When using the sidebar layout, you can further customize your experience:

↔️ Expanding and Collapsing

  • Click the collapse/expand button at the top next to the sidebar to toggle between full and collapsed views

Expanded Sidebar

  • The collapsed state gives you more screen real estate while still providing icon access to sidebar navigation

Collapsed Sidebar

🗂️ Section Organization

The sidebar is organized into logical sections:

  • Application: Core features including Dashboard, Communication Center, Calls, and Chat
  • Team Settings: Admin options for AI Agents, Phone Numbers, Members, and more
  • Each section can be collapsed or expanded to focus on what you need

👤 Personal vs 👥 Team Account Layouts

tDoc maintains separate layout for personal and team workspaces:

  • Personal Workspace: This workspace is focused on personal account and settings.
  • Team Workspace: This workspace is focused on team account and collaboration.

Each workspace is designed to have different preferences for personal and team contexts.

📱 Mobile Responsiveness

tDoc's workspace adapts automatically to different screen sizes:

  • On smaller screens, the navigation transforms into a mobile-friendly menu
  • Access the menu by clicking the hamburger icon in the top corner
  • All features remain accessible in a layout optimized for touch and smaller displays

Mobile Navigation

Next Steps

Now that you've configured your workspace, learn more about:

  • Managing your personal account
  • Setting up team workspaces
  • Customizing AI agents
  • Working with the communication center
  1. 🖥️ Personal and Team Workspace Layout
    1. 🧩 Layout Styles
    2. 🌓 Dark and Light Mode
    3. 📑 Sidebar Customization
    4. 👤 Personal vs 👥 Team Account Layouts
    5. 📱 Mobile Responsiveness
    6. Next Steps
    • Personal Account
    • Team and Personal Workspace
    • Navigation
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