Navigating Mercora

What each sidebar area is for, and why your sidebar may differ from a colleague’s.

Everything in Mercora is reached from the sidebar. This page tells you what each area is for and where to find things inside it.

Your sidebar shows an area only when its module is on for the workspace and your role lets you view it. If something is missing, ask your workspace admin.

The sidebar: Home and Inbox at the top, the Workspace section, then Settings and your user menu.

The sidebar

Areas appear in this order. “Off” means the module starts off in a new workspace.

Area	What it’s for	Starts
Home	The Copilot assistant and overview cards	On
Inbox	Review, match and approve documents and other items	On
Trades	Your trade book and each trade’s details	On
Contracts	Purchase and sales contracts as standalone records	Off
Derivatives	The futures ledger	Off
Shipments	Cargo movements across all trades	Off
Financials	Every invoice in the workspace	Off
Counterparties	Buyers, suppliers, brokers and banks	Off
P&L	Realized and open margin across your book	Off
Reports	Operations, cashflow and overdue-payment reports	Off
Automations	Standing instructions that check your data and report what they find	Off
Upload	Upload documents by hand	On
Settings	Your account, and workspace settings for admins	Always shown

Inside the main areas

Home has the Mercora AI box, where you ask the Copilot about your trades, and overview cards such as Active trades and Review queue. Admins choose the cards with Edit cards.

Inbox is your work queue, split into tabs:

• Needs you: you’re the next step.
• Waiting: still processing, or waiting on someone else.
• Done: approved, booked or rejected.
• Filtered: items Mercora set aside as not needing attention.

Documents, and items from workflows such as deal capture and hedging, all land here. See The Inbox.

Trades opens a trade on tabs: Overview, Documents, Discrepancies, Financials and Shipments. The last two depend on the Trade financials and Shipments (trade tab) modules. See Trades overview.

Settings and your account

Click Settings at the bottom of the sidebar. Everyone sees Account (name, password, two-factor), Notifications and their own Integrations. Admins also see the workspace settings, modules, Members, Roles and API. Members whose role includes User access see Members and Roles. Click Back to app to return. See Workspace settings.

Click your name below Settings to open your account, switch between Light, Dark and System themes, or Log out.

Next steps

• Walk through a trade: see these areas at work on one trade.
• How Mercora works: follow a document from arrival to approval.