Modules

Modules are the parts of Mercora your workspace uses. Admins turn them on and off for everyone.

A module is a part of Mercora your workspace can switch on or off, such as Contracts, Hedging or Copilot. This page shows how to change them and what each one does.

Modules apply to the whole workspace. A member also needs a role that grants access to the module’s area: see How modules and permissions combine.

Turn modules on or off

Only workspace admins can change modules.

1. Open Settings → Workspace

   Scroll to Modules, grouped into Core app, Workflows and Shared capabilities.

2. Switch modules On or Off

   The page shows “Unsaved changes” until you save.

3. Click Save changes

   Or click Reset to discard your edits.

Modules nest under their parent: Shipments (trade tab) and Trade financials sit under Trades.

A child module (marked ↳ below) only works while its parent is on. When the parent is off, the child reads “Requires” and the parent’s name. Children marked “On” take effect as soon as their parent is turned on.

Turning a module off hides it; it doesn’t delete data. For some workflows, work in progress stays available to finish.

Core app

Module	What it does	Starts
Dashboard	Overview cards on Home.	On
Document inbox	Review and approve documents in the Inbox.	On
↳ Bundle review	Hold a multi-document upload until someone confirms the split.	Off
Trades	The trade book and trade details.	On
↳ Shipments (trade tab)	The Shipments tab on a trade.	On
↳ Vessel Tracking	Live vessel positions on that tab.	On
↳ Trade financials	The Financials tab on a trade.	On
↳ Cost & income plan	Plan a trade’s costs and income and drive its P&L from the plan. Off, the P&L uses contracted and invoiced amounts.	Off
Contracts	Contracts as standalone records, pairable into deals.	Off
Contract drafting	Draft contracts from your own Word templates.	Off
Document upload	Upload documents by hand.	On
Shipments	Cargo movements across all trades, with a route map.	Off
Financials	The workspace-wide invoice list.	Off
Counterparties	Buyer, supplier, broker and bank records. Off, parties are free text.	Off
Derivatives	The futures ledger. Needs Counterparties.	Off
P&L	Realized and open margin across your book.	Off
Reports	Operations, cashflow and overdue reports, each its own child module.	Off

Workflows

Module	What it does	Starts
Deal Capture	Capture recap and contract terms from email or the Copilot for review in the Inbox.	Off
Freight Rates	Turn carrier rate sheets into proposed changes to your freight master spreadsheet. Needs a connected freight master.	Off
Hedging	Review hedge plans received over WhatsApp, approve broker requests and record fills. Needs the WhatsApp integration.	Off
Automations	Standing instructions that read your data and report what they find.	Off

Shared capabilities

Module	What it does	Starts
Copilot	The assistant on Home.	On
↳ Agiblocks reporting	Lets the Copilot read reporting data from a connected Agiblocks system. Read-only.	Off
External systems sync	Push data to a connected system such as your CTRM. Child modules choose what: invoices, B/Ls, contracts, hedging, deal capture (each starts On).	Off
QuickBooks Online	Connect QuickBooks Online companies. Disconnect them before turning this off.	Off
Microsoft 365	Connect Microsoft 365. Child modules Email, Files and Teams (each starts Off) let the Copilot and automations use them, with any change made after you click Approve.	Off

See Integrations to connect these systems.

How modules and permissions combine

To use an area, a member needs both its module turned on and a role that grants at least View (or Edit to make changes). Missing either, the area doesn’t appear.

Three areas appear when any of their sources applies:

• Home: the member can use the overview cards or the Copilot.
• Inbox: the member has access to any enabled workflow that sends items there.
• Upload: the member can upload documents or freight rate sheets.

Next steps

• Roles and permissions: decide who can view and change each area.
• Workspace settings: the rest of the Workspace page.