---
title: Getting started | Knowledge Base
description: This module introduces you to Kooltra, covering system access, Salesforce integration, and common actions and terminology to help you get started.
---

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[Customer portal](https://help.kooltra.com/client-portal)

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- [Customer portal](https://help.kooltra.com/client-portal)
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[Go to Kooltra Platform](https://kooltracore.cloudforce.com/)

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1. [Knowledge Base](https://help.kooltra.com/knowledge-base)
2. [Getting started](https://help.kooltra.com/knowledge-base/getting-started)

# Getting started

 This module introduces you to Kooltra, covering system access, Salesforce integration, and common actions and terminology to help you get started.

## Kooltra Access

- [How do I access Kooltra?](https://help.kooltra.com/knowledge-base/how-do-i-access-kooltra)
- [Kooltra and Salesforce](https://help.kooltra.com/knowledge-base/does-kooltra-come-with-salesforce)
- [How to Use the Customer Support Portal](https://help.kooltra.com/knowledge-base/how-to-use-the-client-portal)

## Knowledge Resources

- [Frequently Asked Questions](https://help.kooltra.com/knowledge-base/frequently-asked-questions)
- [Glossary](https://help.kooltra.com/knowledge-base/glossary)

## Entity Setup

- [Understanding Entity Settings](https://help.kooltra.com/knowledge-base/understanding-entity-settings)
- [How to Create an Entity in Kooltra](https://help.kooltra.com/knowledge-base/how-to-create-an-entity-in-kooltra)
- [Understanding Profile Management](https://help.kooltra.com/knowledge-base/understanding-profile-management)
- [Understanding User Management](https://help.kooltra.com/knowledge-base/understanding-user-management)
- [Branding Templates](https://help.kooltra.com/knowledge-base/configuring-branding-templates)
- [Default Profile Page Access](https://help.kooltra.com/knowledge-base/default-profile-page-access)

See less ▼

- [Getting started](https://help.kooltra.com/knowledge-base/getting-started#main-content)

    - [Kooltra Access](https://help.kooltra.com/knowledge-base/getting-started#kooltra-access)
    - [Knowledge Resources](https://help.kooltra.com/knowledge-base/getting-started#knowledge-resources)
    - [Entity Setup](https://help.kooltra.com/knowledge-base/getting-started#entity-setup)
- [Client Journey at a Glance](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance#main-content)

    - [Onboarding and Client Setup](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance#onboarding-and-client-setup)
    - [Trading and Settlements](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance#trading-and-settlements)
- [Counterparty Management](https://help.kooltra.com/knowledge-base/counterparty-management#main-content)

    - [Counterparty Setup & Management](https://help.kooltra.com/knowledge-base/counterparty-management#counterparty-setup-management)
    - [Counterparty Overview](https://help.kooltra.com/knowledge-base/counterparty-management#counterparty-overview)
    - [Beneficiaries](https://help.kooltra.com/knowledge-base/counterparty-management#beneficiaries)
    - [Data Importing](https://help.kooltra.com/knowledge-base/counterparty-management#data-importing)
- [Trading & Trade Management](https://help.kooltra.com/knowledge-base/trading-trade-management#main-content)

    - [Trade Creation & Management](https://help.kooltra.com/knowledge-base/trading-trade-management#trade-creation-management)
    - [Spread Groups](https://help.kooltra.com/knowledge-base/trading-trade-management#spread-groups)
    - [Trade Blotters](https://help.kooltra.com/knowledge-base/trading-trade-management#trade-blotters)
    - [Trade Matching](https://help.kooltra.com/knowledge-base/trading-trade-management#trade-matching)
    - [Order Creation & Management](https://help.kooltra.com/knowledge-base/trading-trade-management#order-creation-management)
- [Cash Management](https://help.kooltra.com/knowledge-base/cash-management#main-content)

    - [Cashflows & Adjustments](https://help.kooltra.com/knowledge-base/cash-management#cashflows-adjustments)
    - [Account Balances](https://help.kooltra.com/knowledge-base/cash-management#account-balances)
    - [Settlements](https://help.kooltra.com/knowledge-base/cash-management#settlements)
    - [Reconciliation](https://help.kooltra.com/knowledge-base/cash-management#reconciliation)
- [Reporting](https://help.kooltra.com/knowledge-base/reporting#main-content)

    - [Custom Reports](https://help.kooltra.com/knowledge-base/reporting#custom-reports)
    - [Confirmations & Documentation](https://help.kooltra.com/knowledge-base/reporting#confirmations-documentation)
- [Compliance](https://help.kooltra.com/knowledge-base/compliance#main-content)

    - [Regulatory Reporting](https://help.kooltra.com/knowledge-base/compliance#regulatory-reporting)
    - [Client Onboarding & KYC](https://help.kooltra.com/knowledge-base/compliance#client-onboarding-kyc)
    - [Transaction Risk Monitoring](https://help.kooltra.com/knowledge-base/compliance#transaction-risk-monitoring)
- [Risk Management](https://help.kooltra.com/knowledge-base/risk-management#main-content)

    - [Client Margin](https://help.kooltra.com/knowledge-base/risk-management#client-margin)
    - [Trading Limits](https://help.kooltra.com/knowledge-base/risk-management#trading-limits)
    - [Credit Engine](https://help.kooltra.com/knowledge-base/risk-management#credit-engine)
- [Payments Portal](https://help.kooltra.com/knowledge-base/payments-portal#main-content)

    - [Trading & Cash Management](https://help.kooltra.com/knowledge-base/payments-portal#trading-cash-management)
    - [Beneficiaries](https://help.kooltra.com/knowledge-base/payments-portal#beneficiaries)
    - [Dealer Intervention](https://help.kooltra.com/knowledge-base/payments-portal#dealer-intervention)
    - [Blotters & Reports](https://help.kooltra.com/knowledge-base/payments-portal#blotters-reports)

[![Kooltra\_Logo\_Green\_Eggplant\_RGB-1](https://help.kooltra.com/hs-fs/hubfs/Kooltra_Logo_Green_Eggplant_RGB-1.webp?width=200&height=67&name=Kooltra_Logo_Green_Eggplant_RGB-1.webp "Kooltra_Logo_Green_Eggplant_RGB-1")](https://help.kooltra.com/)

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