Operators
You get each document filed against the right trade, checked and approved. You’ll spend most of your day in the Inbox, plus Trades, Contracts and Shipments. Access: the built-in Operator role. Approving documents needs Documents at Edit. Read first: The Inbox, Matching, Discrepancies, Trades overview.Finance
You keep invoices, payments and margins in line with what was billed and paid. You’ll use Financials, P&L, Reports, Counterparties and the Financials tab on each trade. Access: Financials at Edit to record payments, Reports at View for the P&L and reports. There’s no built-in finance role: use Operator, or ask your admin for a custom role. Read first: Financials, Trade financials, P&L, Reports.Workspace admins
You decide which parts of Mercora the team uses and who can see and change what: members, roles, modules, workspace settings, integrations and API keys, all under Settings. Access: the Admin role, or any role with Workspace admin on. Read first: Members, Roles and permissions, Modules, Integrations.Developers
You connect your firm’s own systems to Mercora through its API, for hedging and automations. Whatever a call creates lands in the Inbox for a person to decide on. Access: a workspace API key, created by an admin, not a member’s role. Read first: API introduction, API keys, Automations, External systems.Next steps
- Walk through a trade: see the whole flow on one trade.
- Navigating Mercora: where each area is in the app.