Where to Find Things

Every major MemorDesk feature, where it is on desktop and on mobile, a direct link, who can use it, and why it might be missing. MemorDesk has two layouts that share one account: the desktop app at /dashboard (left sidebar) and the mobile app at /m (bottom navigation bar). A phone opening a desktop link is taken to the mobile screen for it where one exists.

Roles in a team workspace: Owner and Admin manage the workspace, Member does everyday work, Viewer can read and ask Kojo only. In your personal workspace you can do everything your plan allows.

Main navigation

Meetings

Send the note taker to a live meeting

• Desktop: Sidebar > Meetings > Send Note Taker card > paste the meeting link > Send Note Taker. Mobile: Home > Quick > paste the link > Send Assistant.
• Who: Owner, Admin, Member. Missing? Viewers cannot send the note taker, and a workspace without credits cannot record.

Schedule the note taker for a future meeting

• Desktop: Sidebar > Meetings > Schedule a Meeting card, or connect Google Calendar so it joins automatically. Mobile: Home > Schedule.
• Who: Owner, Admin, Member.

Open, export or share a meeting

• Desktop: Meetings > open the meeting. Export and share are at the top of the meeting. Mobile: Meetings > tap the meeting.
• Who: everyone can open meetings they can see. Export and share: Owner, Admin, Member. Missing? Viewers cannot export or share, and a meeting marked sensitive cannot leave the app.

Delete a meeting

• Desktop: open the meeting > the red bin button (Delete meeting) at the top. It goes to the Bin for 30 days. Mobile: not available on the mobile layout, use the desktop app.
• Who: your own meetings: Owner, Admin, Member. Anyone's meeting in the workspace: Owner, Admin.

Kojo

Ask Kojo a question

• Desktop: Sidebar > Chat Kojo. Mobile: bottom bar > centre Kojo button.
• Who: everyone, including Viewers. Missing answers? Kojo only answers from what you can see, and the free plan reads a shorter history.

Ask Kojo in Slack

• Desktop: Integrations > Slack. Then message the MemorDesk app in Slack.
• Who: an Owner or Admin shares the Slack workspace with MemorDesk, then each person links their own account. Missing? Kojo only answers in a Slack workspace an Owner or Admin has shared.

Change how Kojo answers

• Desktop: Settings > AI (/dashboard/settings/ai). Mobile: Settings (gear) > AI Customization.

Action items and decisions

See and update your action items

• Desktop: Sidebar > Action Items. Mobile: bottom bar > Tasks, tap a task to change its status.
• Who: everyone can change the status of tasks assigned to them. Missing? Reassigning a task to someone else is Owner and Admin only.

Knowledge, documents and recordings

Upload a document or a recording

• Desktop: Knowledge > Documents tab > Upload, or drag files onto the page. Mobile: Knowledge > Docs tab > Upload.
• Who: Owner, Admin, Member. Missing? Viewers cannot upload. A file over your plan's size limit, or past your storage limit, is refused with the reason.

Open a recording's transcript

• Desktop: Knowledge > Documents tab > the recording > Transcript. Mobile: Knowledge > Docs tab > the recording > Transcript.
• Who: anyone who can see the recording. Missing download? Viewers cannot download, and a recording marked Confidential cannot be downloaded by anyone.

Interview guides

• Desktop: Knowledge > Documents tab > Interview guides (top right) (/dashboard/memory/guides). Mobile: Knowledge > Docs tab > Interview guides (/m/memory/guides).
• Who: everyone, guides are personal.

Structure a transcript with a guide

• Desktop: the transcript page > Interview guide card under Speakers in the left column > Structure with a guide. The left column scrolls on its own if the card is below the screen. Mobile: the transcript page > scroll down to the Interview guide card.
• Who: the uploader, or a workspace Owner or Admin. Missing button? Other people see the headings but cannot run or change them.

Restore something deleted

• Desktop: Sidebar > Bin. Mobile: Profile (avatar) > Bin, or Meetings > bottom of the list > Bin. Items stay in the Bin for 30 days.

Team and workspace

Invite teammates

• Desktop: Sidebar > Teams > Invite Member, enter emails and a role (Member, Admin or View Only). Mobile: Settings (gear) > Team > Invite member, or the team card on Home. Invites go to each email address; the link only works for the address it was sent to.
• Who: Owner, Admin. Missing? Members and Viewers cannot invite. You need a team workspace first, the same screen lets you create one.

Change a member's role, or remove them

• Desktop: Teams > the member. Mobile: Team > tap the member.
• Who: Owner, Admin.

Create and manage groups

• Desktop: Teams > Groups. Mobile: Team > tap a group.
• Who: creating, renaming and deleting groups: Owner, Admin. A group's lead can manage who is in that group.

Workspace settings (name, compliance, meeting privacy defaults)

• Desktop: Settings > Workspace (/dashboard/settings/workspace). Mobile: Settings (gear) > Workspace, which opens the desktop page.
• Who: Owner, Admin.

Account, billing and security

Plan, credits and invoices

• Desktop: Sidebar > Billing & Usage (/dashboard/usage). Mobile: Profile (avatar, top left).
• Who: in a team workspace, Owner, Admin and Member can see billing, only Owner and Admin can change the plan. Missing? Viewers do not see billing at all.

Two factor authentication and recovery codes

• Desktop: Settings > Security (/dashboard/settings/security). Mobile: Profile > Two-Factor Authentication.

Your name and photo

• Desktop: Settings > Profile (/dashboard/settings/profile). Mobile: Profile > Edit Profile.

Connect Claude, Cursor or Warp (MCP)

• Desktop: Integrations > MCP (/dashboard/integrations?tab=mcp). Mobile: Integrations > MCP.
• Who: Pro plan and above, Owner, Admin and Member. Missing? It needs a Pro or higher plan.

Google Calendar

• Desktop: Integrations > Google Calendar. Mobile: Profile > Integrations.

Help

• Ask a person or raise a ticket: see Getting Help and Support (/docs/getting-help).
• What changed recently: the What's New page (/whats-new).
• The full documentation as one file: /llms-full.txt.