cloud: add docs for the My TiDB Page by qiancai · Pull Request #22541 · pingcap/docs

qiancai · 2026-03-06T07:12:18Z

First-time contributors' checklist

I've signed the Contributor License Agreement, which is required for the repository owners to accept my contribution.

What is changed, added or deleted? (Required)

Introduced a new documentation page for the "My TiDB Page" to centralize guidance on resource and project management within TiDB Cloud.
Integrated the new "My TiDB Page" documentation into various Table of Contents files across different TiDB Cloud plans (Essential, Premium, Starter, and general TiDB Cloud).
Revised the manage-user-access.md document to reflect an updated hierarchical structure for organizations, projects, and resources, and introduced instance-level roles for more granular access control.
Expanded the tidb-cloud-glossary.md with new definitions for "Cluster", "TiDB Cloud resource", and "TiDB X instance", and updated existing definitions for "organization" and "project" to align with the new hierarchical model.
Updated resource creation workflows in several documents (develop/dev-guide-build-cluster-in-cloud.md, tidb-cloud/create-tidb-cluster-serverless.md, tidb-cloud/create-tidb-cluster.md, tidb-cloud/premium/create-tidb-instance-premium.md, tidb-cloud/tidb-cloud-encrypt-cmek-aws.md, tidb-cloud/tidb-cloud-encrypt-cmek-azure.md, tidb-cloud/tidb-cloud-quickstart.md) to align with the new "My TiDB Page" and project grouping concepts.

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gemini-code-assist · 2026-03-06T07:12:36Z

Summary of Changes

Hello, I'm Gemini Code Assist¹! I'm currently reviewing this pull request and will post my feedback shortly. In the meantime, here's a summary to help you and other reviewers quickly get up to speed!

This pull request introduces new documentation for the 'My TiDB Page' in TiDB Cloud, aiming to centralize information on resource and project management. It ensures that users can easily find and understand how to navigate and utilize this core feature. The changes also include necessary updates to the glossary to define related terminology, providing a more consistent and clear documentation experience.

Highlights

New Documentation Page: A new documentation page, 'Use the My TiDB Page', has been added to provide comprehensive guidance on managing TiDB resources and projects within the TiDB Cloud console.
Table of Contents Integration: The newly created 'Use the My TiDB Page' documentation has been integrated into the Table of Contents for Essential, Premium, Starter, and general TiDB Cloud documentation.
Glossary Expansion: The TiDB Cloud glossary has been updated with new definitions for 'Cluster', 'Instance', 'Project', and 'Resource' to support the new documentation and clarify key concepts.

🧠 New Feature in Public Preview: You can now enable Memory to help Gemini Code Assist learn from your team's feedback. This makes future code reviews more consistent and personalized to your project's style. Click here to enable Memory in your admin console.

Changelog

TOC-tidb-cloud-essential.md
- Added a link to the new 'Use the My TiDB Page' documentation.
TOC-tidb-cloud-premium.md
- Added a link to the new 'Use the My TiDB Page' documentation.
TOC-tidb-cloud-starter.md
- Added a link to the new 'Use the My TiDB Page' documentation.
TOC-tidb-cloud.md
- Added a link to the new 'Use the My TiDB Page' documentation.
tidb-cloud/my-tidb.md
- Created a new documentation file detailing the functionality and usage of the 'My TiDB Page' for managing resources and projects.
tidb-cloud/tidb-cloud-glossary.md
- Added a definition for 'Cluster'.
- Added a definition for 'Instance'.
- Updated the definition for 'Project' to include details on project types and their usage.
- Added a definition for 'Resource'.

Activity

The pull request was opened by qiancai.
No human activity (comments, reviews) has been recorded yet.

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gemini-code-assist

Code Review

This pull request adds documentation for the new 'My TiDB' page, including a new documentation file and updates to the glossary. The changes are a good start. I've provided several suggestions to improve consistency, grammar, and adherence to the documentation style guide, focusing on heading structure, use of terminology, and writing style. All suggestions are minor and aim to enhance the clarity and professionalism of the documentation.

_{Note: Security Review has been skipped due to the limited scope of the PR.}

Co-authored-by: gemini-code-assist[bot] <176961590+gemini-code-assist[bot]@users.noreply.github.com>

qiancai · 2026-03-25T02:15:49Z

/gemini review

gemini-code-assist

Code Review

This pull request introduces a new documentation page, "Use the My TiDB Page," which centralizes information on managing TiDB Cloud resources and projects. It also extensively updates existing documentation to reflect a refined hierarchical structure for organizations, projects (including new types like TiDB X and Dedicated projects), and resources, along with the introduction of instance-level roles for TiDB X instances. The changes include updated instructions for resource creation, user invitation, and project management to align with these new concepts and UI. Feedback from the review highlights minor typographical and grammatical errors, ambiguities in phrasing, and opportunities to improve consistency with the style guide, such as using backticks for code elements and proper hyphenation for compound adjectives.

gemini-code-assist · 2026-03-25T02:19:04Z

+|---|---|---|---|
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fill="#383E40" stroke-width="inherit" stroke="currentColor"></path></svg> | <svg width="1em" height="1em" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" stroke-width="1.5" class="tiui-icon Folder " style="width: calc(1.125rem * var(--mantine-scale)); height: calc(1.125rem * var(--mantine-scale));"><path d="M8.66671 4.66667L7.92301 3.17928C7.70898 2.7512 7.60195 2.53715 7.44229 2.38078C7.30109 2.24249 7.13092 2.13732 6.94409 2.07287C6.73282 2 6.49351 2 6.0149 2H3.46671C2.71997 2 2.3466 2 2.06139 2.14532C1.8105 2.27316 1.60653 2.47713 1.4787 2.72801C1.33337 3.01323 1.33337 3.3866 1.33337 4.13333V4.66667M1.33337 4.66667H11.4667C12.5868 4.66667 13.1469 4.66667 13.5747 4.88465C13.951 5.0764 14.257 5.38236 14.4487 5.75869C14.6667 6.18651 14.6667 6.74656 14.6667 7.86667V10.8C14.6667 11.9201 14.6667 12.4802 14.4487 12.908C14.257 13.2843 13.951 13.5903 13.5747 13.782C13.1469 14 12.5868 14 11.4667 14H4.53337C3.41327 14 2.85322 14 2.42539 13.782C2.04907 13.5903 1.74311 13.2843 1.55136 12.908C1.33337 12.4802 1.33337 11.9201 1.33337 10.8V4.66667Z" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="inherit"></path></svg> </br> | N/A |
+| Resource type in the project | {{{ .dedicated}}} clusters only | TiDB X instances only | TiDB X instances only |
+| Project is optional | ❌ </br>(Each {{{ .dedicated }}} cluster must belong to a Dedicated  project) | ✅ </br> (You can either group a TiDB X instance in a TiDB X project or keep it at the organization level) | N/A </br>(TiDB X instances not grouped in any TiDB X project are automatically grouped in the TiDB X virtual project) |


There's a minor typo with a double space after Dedicated. For better readability, please remove the extra space.

Suggested change

| Project is optional | ❌ </br>(Each {{{ .dedicated }}} cluster must belong to a Dedicated project) | ✅ </br> (You can either group a TiDB X instance in a TiDB X project or keep it at the organization level) | N/A </br>(TiDB X instances not grouped in any TiDB X project are automatically grouped in the TiDB X virtual project) |

| Project is optional | ❌ </br>(Each {{{ .dedicated }}} cluster must belong to a Dedicated project) | ✅ </br> (You can either group a TiDB X instance in a TiDB X project or keep it at the organization level) | N/A </br>(TiDB X instances not grouped in any TiDB X project are automatically grouped in the TiDB X virtual project) |

gemini-code-assist · 2026-03-25T02:19:04Z

+| RBAC model | Organization -> Project | Organization -> Project -> Instance | Organization -> Project -> Instance |
+| Project-level RBAC | ✅ | ✅ | ❌ |
+| Project-level Billing | ✅ | ✅ | ❌ |
+| Instance movement between TiDB X projects or the global scope | ❌ | ✅ | ✅ </br>(Global only) |


The term (Global only) is a bit ambiguous here. To improve clarity for users, consider removing it or rephrasing it to better explain what it means in the context of moving instances from a virtual project.

gemini-code-assist · 2026-03-25T02:19:05Z

+
+A TiDB Cloud resource is a manageable TiDB Cloud deployment unit. It can be one of the following:
+
+- A TiDB X instance (a service-oriented TiDB Cloud offering built on the [TiDB X architecture](/tidb-cloud/tidb-x-architecture.md)), such as a {{{ .starter }}}, {{{ .essential }}}, or {{{ .premium  }}} instance


There's a minor typo with a double space in {{{ .premium }}}. Please remove the extra space.

Suggested change

- A TiDB X instance (a service-oriented TiDB Cloud offering built on the [TiDB X architecture](/tidb-cloud/tidb-x-architecture.md)), such as a {{{ .starter }}}, {{{ .essential }}}, or {{{ .premium }}} instance

- A TiDB X instance (a service-oriented TiDB Cloud offering built on the [TiDB X architecture](/tidb-cloud/tidb-x-architecture.md)), such as a {{{ .starter }}}, {{{ .essential }}}, or {{{ .premium }}} instance

gemini-code-assist · 2026-03-25T02:19:05Z

-**Clusters**
+    - **TiDB Dedicated project**: a project type for {{{ .dedicated }}} clusters only. Dedicated projects manage project-scoped settings such as networking, maintenance, alert subscriptions, integrations, and encryption-related access.
+    - **TiDB X project**: a logical container for {{{ .starter }}}, {{{ .essential }}}, and {{{ .premium }}} instances. TiDB X projects are used for grouping resources and applying project-level RBAC, but they do not carry Dedicated-only infrastructure settings.
+    - **TiDB X virtual project**: a virtual project for {{{ .starter }}}, {{{ .essential }}}, and {{{ .premium }}} instances that are not grouped in any TiDB X project project. This project type is used only for API compatibility, so it is not displayed in the [TiDB Cloud console](https://tidbcloud.com/) and does not provide any management capabilities.


There's a repeated word here. Please remove the extra project.

Suggested change

- **TiDB X virtual project**: a virtual project for {{{ .starter }}}, {{{ .essential }}}, and {{{ .premium }}} instances that are not grouped in any TiDB X project project. This project type is used only for API compatibility, so it is not displayed in the [TiDB Cloud console](https://tidbcloud.com/) and does not provide any management capabilities.

- **TiDB X virtual project**: a virtual project for {{{ .starter }}}, {{{ .essential }}}, and {{{ .premium }}} instances that are not grouped in any TiDB X project. This project type is used only for API compatibility, so it is not displayed in the [TiDB Cloud console](https://tidbcloud.com/) and does not provide any management capabilities.

gemini-code-assist · 2026-03-25T02:19:05Z

 ### organization

-An entity that you create to manage your TiDB Cloud accounts, including a management account with any number of multiple member accounts.
+An top level container to manage your TiDB Cloud accounts (including a management account with any number of multiple member accounts), [projects](#project), and [resources](#resource).


There's a minor grammatical error here. It should be A top-level container instead of An top level container. Also, per standard style, it's better to use a hyphen for top-level when it's used as a compound adjective before a noun.

Suggested change

An top level container to manage your TiDB Cloud accounts (including a management account with any number of multiple member accounts), [projects](#project), and [resources](#resource).

A top-level container to manage your TiDB Cloud accounts (including a management account with any number of multiple member accounts), [projects](#project), and [resources](#resource).

gemini-code-assist · 2026-03-25T02:19:05Z

+
+A TiDB Cloud resource is a manageable TiDB Cloud deployment unit. It can be one of the following:
+
+- A TiDB X instance (a service-oriented TiDB Cloud offering built on the [TiDB X architecture](/tidb-cloud/tidb-x-architecture.md)), such as a {{{ .starter }}}, {{{ .essential }}}, or {{{ .premium  }}} instance


There's a minor typo with a double space in {{{ .premium }}}. Please remove the extra space.

Suggested change

- A TiDB X instance (a service-oriented TiDB Cloud offering built on the [TiDB X architecture](/tidb-cloud/tidb-x-architecture.md)), such as a {{{ .starter }}}, {{{ .essential }}}, or {{{ .premium }}} instance

- A TiDB X instance (a service-oriented TiDB Cloud offering built on the [TiDB X architecture](/tidb-cloud/tidb-x-architecture.md)), such as a {{{ .starter }}}, {{{ .essential }}}, or {{{ .premium }}} instance

…ud documentation files.

Co-authored-by: gemini-code-assist[bot] <176961590+gemini-code-assist[bot]@users.noreply.github.com>

qiancai · 2026-03-25T02:29:25Z

/gemini summary

Co-authored-by: Aolin <aolinz@outlook.com>

Oreoxmt · 2026-04-13T08:24:44Z

+
+In the project view, you can see the projects you belong to in the organization:
+
+- TiDB X instances that do not belong to any project are displayed in a table named `Out of project`.


Suggested change

- TiDB X instances that do not belong to any project are displayed in a table named `Out of project`.

- TiDB X instances that do not belong to any project are displayed in a table named **Out of project**.

Oreoxmt · 2026-04-13T08:27:20Z

+3. On the **Users** page, locate the row of the target member, click **...** in the row, and then click **Edit Role**.

-4. Enter a new project name.
+4. On the  **Edit Role** dialog, locate the target project, and then click the <svg width="1em" height="1em" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" stroke-width="1.5" class="tiui-icon Trash01 " style="width: calc(1rem * var(--mantine-scale)); height: calc(1rem * var(--mantine-scale));"><path d="M10.6667 4.00004V3.46671C10.6667 2.71997 10.6667 2.3466 10.5213 2.06139C10.3935 1.8105 10.1895 1.60653 9.93865 1.4787C9.65344 1.33337 9.28007 1.33337 8.53333 1.33337H7.46667C6.71993 1.33337 6.34656 1.33337 6.06135 1.4787C5.81046 1.60653 5.60649 1.8105 5.47866 2.06139C5.33333 2.3466 5.33333 2.71997 5.33333 3.46671V4.00004M6.66667 7.66671V11M9.33333 7.66671V11M2 4.00004H14M12.6667 4.00004V11.4667C12.6667 12.5868 12.6667 13.1469 12.4487 13.5747C12.2569 13.951 11.951 14.257 11.5746 14.4487C11.1468 14.6667 10.5868 14.6667 9.46667 14.6667H6.53333C5.41323 14.6667 4.85318 14.6667 4.42535 14.4487C4.04903 14.257 3.74307 13.951 3.55132 13.5747C3.33333 13.1469 3.33333 12.5868 3.33333 11.4667V4.00004" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="inherit"></path></svg> icon.


Suggested change

4. On the **Edit Role** dialog, locate the target project, and then click the <svg width="1em" height="1em" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" stroke-width="1.5" class="tiui-icon Trash01 " style="width: calc(1rem * var(--mantine-scale)); height: calc(1rem * var(--mantine-scale));"><path d="M10.6667 4.00004V3.46671C10.6667 2.71997 10.6667 2.3466 10.5213 2.06139C10.3935 1.8105 10.1895 1.60653 9.93865 1.4787C9.65344 1.33337 9.28007 1.33337 8.53333 1.33337H7.46667C6.71993 1.33337 6.34656 1.33337 6.06135 1.4787C5.81046 1.60653 5.60649 1.8105 5.47866 2.06139C5.33333 2.3466 5.33333 2.71997 5.33333 3.46671V4.00004M6.66667 7.66671V11M9.33333 7.66671V11M2 4.00004H14M12.6667 4.00004V11.4667C12.6667 12.5868 12.6667 13.1469 12.4487 13.5747C12.2569 13.951 11.951 14.257 11.5746 14.4487C11.1468 14.6667 10.5868 14.6667 9.46667 14.6667H6.53333C5.41323 14.6667 4.85318 14.6667 4.42535 14.4487C4.04903 14.257 3.74307 13.951 3.55132 13.5747C3.33333 13.1469 3.33333 12.5868 3.33333 11.4667V4.00004" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="inherit"></path></svg> icon.

4. On the **Edit Role** dialog, locate the target project, and then click the <svg width="1em" height="1em" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" stroke-width="1.5" class="tiui-icon Trash01 " style="width: calc(1rem * var(--mantine-scale)); height: calc(1rem * var(--mantine-scale));"><path d="M10.6667 4.00004V3.46671C10.6667 2.71997 10.6667 2.3466 10.5213 2.06139C10.3935 1.8105 10.1895 1.60653 9.93865 1.4787C9.65344 1.33337 9.28007 1.33337 8.53333 1.33337H7.46667C6.71993 1.33337 6.34656 1.33337 6.06135 1.4787C5.81046 1.60653 5.60649 1.8105 5.47866 2.06139C5.33333 2.3466 5.33333 2.71997 5.33333 3.46671V4.00004M6.66667 7.66671V11M9.33333 7.66671V11M2 4.00004H14M12.6667 4.00004V11.4667C12.6667 12.5868 12.6667 13.1469 12.4487 13.5747C12.2569 13.951 11.951 14.257 11.5746 14.4487C11.1468 14.6667 10.5868 14.6667 9.46667 14.6667H6.53333C5.41323 14.6667 4.85318 14.6667 4.42535 14.4487C4.04903 14.257 3.74307 13.951 3.55132 13.5747C3.33333 13.1469 3.33333 12.5868 3.33333 11.4667V4.00004" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="inherit"></path></svg> icon.

Oreoxmt · 2026-04-13T08:27:43Z

+3. On the **Users** page, locate the row of the target member, click **...** in the row, and then click **Edit Role**.

-4. In the row of the target member, click the role in the **Role** column, and then choose a new role from the drop-down list.
+4. On the  **Edit Role** dialog, locate the target instance, and then click the <svg width="1em" height="1em" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" stroke-width="1.5" class="tiui-icon Trash01 " style="width: calc(1rem * var(--mantine-scale)); height: calc(1rem * var(--mantine-scale));"><path d="M10.6667 4.00004V3.46671C10.6667 2.71997 10.6667 2.3466 10.5213 2.06139C10.3935 1.8105 10.1895 1.60653 9.93865 1.4787C9.65344 1.33337 9.28007 1.33337 8.53333 1.33337H7.46667C6.71993 1.33337 6.34656 1.33337 6.06135 1.4787C5.81046 1.60653 5.60649 1.8105 5.47866 2.06139C5.33333 2.3466 5.33333 2.71997 5.33333 3.46671V4.00004M6.66667 7.66671V11M9.33333 7.66671V11M2 4.00004H14M12.6667 4.00004V11.4667C12.6667 12.5868 12.6667 13.1469 12.4487 13.5747C12.2569 13.951 11.951 14.257 11.5746 14.4487C11.1468 14.6667 10.5868 14.6667 9.46667 14.6667H6.53333C5.41323 14.6667 4.85318 14.6667 4.42535 14.4487C4.04903 14.257 3.74307 13.951 3.55132 13.5747C3.33333 13.1469 3.33333 12.5868 3.33333 11.4667V4.00004" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="inherit"></path></svg> icon.


Suggested change

4. On the **Edit Role** dialog, locate the target instance, and then click the <svg width="1em" height="1em" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" stroke-width="1.5" class="tiui-icon Trash01 " style="width: calc(1rem * var(--mantine-scale)); height: calc(1rem * var(--mantine-scale));"><path d="M10.6667 4.00004V3.46671C10.6667 2.71997 10.6667 2.3466 10.5213 2.06139C10.3935 1.8105 10.1895 1.60653 9.93865 1.4787C9.65344 1.33337 9.28007 1.33337 8.53333 1.33337H7.46667C6.71993 1.33337 6.34656 1.33337 6.06135 1.4787C5.81046 1.60653 5.60649 1.8105 5.47866 2.06139C5.33333 2.3466 5.33333 2.71997 5.33333 3.46671V4.00004M6.66667 7.66671V11M9.33333 7.66671V11M2 4.00004H14M12.6667 4.00004V11.4667C12.6667 12.5868 12.6667 13.1469 12.4487 13.5747C12.2569 13.951 11.951 14.257 11.5746 14.4487C11.1468 14.6667 10.5868 14.6667 9.46667 14.6667H6.53333C5.41323 14.6667 4.85318 14.6667 4.42535 14.4487C4.04903 14.257 3.74307 13.951 3.55132 13.5747C3.33333 13.1469 3.33333 12.5868 3.33333 11.4667V4.00004" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="inherit"></path></svg> icon.

4. On the **Edit Role** dialog, locate the target instance, and then click the <svg width="1em" height="1em" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" stroke-width="1.5" class="tiui-icon Trash01 " style="width: calc(1rem * var(--mantine-scale)); height: calc(1rem * var(--mantine-scale));"><path d="M10.6667 4.00004V3.46671C10.6667 2.71997 10.6667 2.3466 10.5213 2.06139C10.3935 1.8105 10.1895 1.60653 9.93865 1.4787C9.65344 1.33337 9.28007 1.33337 8.53333 1.33337H7.46667C6.71993 1.33337 6.34656 1.33337 6.06135 1.4787C5.81046 1.60653 5.60649 1.8105 5.47866 2.06139C5.33333 2.3466 5.33333 2.71997 5.33333 3.46671V4.00004M6.66667 7.66671V11M9.33333 7.66671V11M2 4.00004H14M12.6667 4.00004V11.4667C12.6667 12.5868 12.6667 13.1469 12.4487 13.5747C12.2569 13.951 11.951 14.257 11.5746 14.4487C11.1468 14.6667 10.5868 14.6667 9.46667 14.6667H6.53333C5.41323 14.6667 4.85318 14.6667 4.42535 14.4487C4.04903 14.257 3.74307 13.951 3.55132 13.5747C3.33333 13.1469 3.33333 12.5868 3.33333 11.4667V4.00004" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="inherit"></path></svg> icon.

Oreoxmt

Rest LGTM

ti-chi-bot · 2026-04-13T08:28:08Z

[LGTM Timeline notifier]

Timeline:

2026-04-13 08:28:07.7973733 +0000 UTC m=+1376893.002733357: ☑️ agreed by Oreoxmt.

awxxxxxx

LGTM

ti-chi-bot · 2026-04-13T08:30:48Z

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qiancai · 2026-04-13T10:05:41Z

/approve

ti-chi-bot · 2026-04-13T10:05:50Z

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