> ## 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.

# 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](https://docs.mercora.io/concepts/modules.md) is on for the workspace **and** your [role](https://docs.mercora.io/concepts/roles-and-permissions.md) lets you view it. If something is missing, ask your workspace admin.

![The Mercora sidebar](https://mintcdn.com/placeholder-f4ffdeec/22McaegbdDRSI41b/images/getting-started/sidebar.png?fit=max\&auto=format\&n=22McaegbdDRSI41b\&q=85\&s=31d3e6aa5ca181370ca038038367d960)

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](https://docs.mercora.io/copilot/overview.md) 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](https://docs.mercora.io/documents/inbox.md).

**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](https://docs.mercora.io/trades/overview.md).

## 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](https://docs.mercora.io/admin/workspace-settings.md).

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](https://docs.mercora.io/getting-started/walkthrough.md): see these areas at work on one trade.
* [How Mercora works](https://docs.mercora.io/concepts/how-mercora-works.md): follow a document from arrival to approval.


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