What operators, finance, workspace admins and developers do in Mercora day to day, which areas and permissions they use, and what to read first.
Everyone in your workspace works on the same trades, documents and numbers. What differs is where each person spends the day and what their role lets them change. Find your job below for the areas you’ll use, the permissions they need and a short reading list. To see the whole flow first, walk through a trade.
You get each trade’s documents filed against the right trade, checked and approved.Day to day
Upload documents, or let them come in by email, and work the Inbox’s Needs you tab from top to bottom.
Confirm the trade for documents Mercora couldn’t match, and check the fields it read against the original.
Decide on each discrepancy: approve the difference, decline it and request a correction, or add a note.
Approve contracts to create trades and their legs, and keep shipments and the expected-documents checklist current.
Areas: Inbox, Upload, Trades, Contracts, Shipments, Counterparties.Permissions: the Operator role covers it. Reviewing and approving documents, including the contracts that create trades and legs, needs Documents at Edit. Changing a trade or its expected-documents checklist needs Trades at Edit, and changing a shipment needs Shipments & logistics at Edit.
The Inbox, where operators spend most of the day: the documents waiting on you, the original and the fields Mercora read.
You keep invoices, payments and margins in line with what was actually billed and paid.Day to day
Follow receivables and payables across the book on Financials, and spot overdue invoices.
Record payments and adjustments on a trade’s Financials tab, and net AR against AP.
Read realized and open margin on the P&L by commodity, book and delivery month, and export it.
Check counterparty balances, and run the overdue-payments and cashflow reports.
Areas: Financials, P&L, Reports, Counterparties, and the Financials tab on each trade.Permissions:Financials at Edit to record payments and adjustments, Reports at View for the P&L and reports, and Counterparties for balances. Approving invoices in the Inbox also needs Documents at Edit. There’s no built-in finance role: use Operator, or ask your admin for a custom role such as “Trade finance”.
The P&L for FY 2026: +$999 on the sugar trade VCS-S-2026-0714, realized on its invoices.
You decide which parts of Mercora the team uses, and who can see and change what.Day to day
Invite teammates, give each one a role, and remove people who leave.
Turn modules on or off, and set the company profile, reporting currency and reporting year.
Create roles that fit your team, and decide deliberately who gets User access, Email and Files.
Connect integrations such as an email inbox, Microsoft 365, WhatsApp or Google Sheets, and create API keys for your developers.
Areas: Settings: Members, Roles, Workspace, Integrations and API.Permissions: the Admin role, or any role with Workspace admin on. To let someone change members’ roles without making them an admin, give their role User access.
Settings → Members: invite teammates and set each one's role.
You connect your firm’s own systems, such as an ERP or an internal script, to Mercora.Day to day
Read hedge books and positions, send hedge requests and check where they stand, through the API.
Start runs of automations that are set to run from the API, and hand a waiting run what it’s waiting for.
Follow what reaches your CTRM when your workspace pushes reviewed work to it.
Whatever a call creates lands in the Inbox for a person to decide on: the API never bypasses review.Areas: the Mercora API, Automations, and Settings → API for the connection details.Permissions: API calls use a workspace API key, not a member’s role. Only admins create keys, one per calling system, each scoped to Hedge requests, Automations or both. Building automations in the app needs Automations — management.
Settings → API: one key per calling system, scoped to Hedge requests and Automations.
Follow one trade from its first documents to its P&L.
Roles and permissions
What each permission covers, and how to build a custom role.
Quickstart
Accept your invite, sign in and upload your first document.
⌘I
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