> ## Documentation Index > Fetch the complete documentation index at: https://docs.mercora.io/llms.txt > Use this file to discover all available pages before exploring further. # 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](#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. ![The Modules list with the Core app group and modules nested under Trades](https://mintcdn.com/placeholder-f4ffdeec/22McaegbdDRSI41b/images/concepts/modules-settings.png?fit=max\&auto=format\&n=22McaegbdDRSI41b\&q=85\&s=04244738ad9ba7d825909618ba1ca1d4) 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. > [!TIP] > > 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](https://docs.mercora.io/integrations/overview.md) to connect these systems. ## How modules and permissions combine To use an area, a member needs **both** its module turned on and a [role](https://docs.mercora.io/concepts/roles-and-permissions.md) 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](https://docs.mercora.io/concepts/roles-and-permissions.md): decide who can view and change each area. * [Workspace settings](https://docs.mercora.io/admin/workspace-settings.md): the rest of the Workspace page. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.