# Where to Find Things

_Last updated: 2026-10-15_


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

| Area | Desktop | Mobile | Direct link |
|------|---------|--------|-------------|
| Home, your day at a glance | Sidebar > **Dashboard** | Bottom bar > **Home** | /dashboard, /m |
| Meetings | Sidebar > **Meetings** | Bottom bar > **Meetings** | /dashboard/meetings, /m/meetings |
| Kojo, the AI assistant | Sidebar > **Chat Kojo** | Bottom bar > centre **Kojo** button | /dashboard/assistant, /m/assistant |
| Action items and decisions | Sidebar > **Action Items** | Bottom bar > **Tasks** | /dashboard/action-items, /m/tasks |
| Knowledge (documents, recordings, sources) | Sidebar > **Knowledge** | Bottom bar > **Knowledge** | /dashboard/memory, /m/memory |
| Bin (deleted items) | Sidebar > **Bin** | Profile (avatar, top left) > **Bin**, or Meetings > bottom of the list > **Bin** | /dashboard/recycle-bin |
| Integrations | Sidebar > **Integrations** | Profile (avatar, top left) > **Integrations** | /dashboard/integrations |
| Team (members, roles, groups) | Sidebar > **Teams** | Settings (gear) > **Team** | /dashboard/teams, /m/teams |
| Referrals | Sidebar > **Referrals** | opens the desktop page | /dashboard/referrals |
| Billing and usage | Sidebar > **Billing & Usage** | Profile (avatar, top left), the credits card | /dashboard/usage |
| Settings | Sidebar > **Settings**, or profile avatar (top right) > **Settings** | gear icon in the top right pill | /dashboard/settings, /m/settings |
| Switch workspace | workspace name at the top left | workspace chip in the top bar | |

## 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.