Guides

Midaz Console Onboarding

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The onboarding experience in Midaz Console is a guided, step-by-step flow designed to help you set up your organization and create your first Ledger — fast, frictionless, and ready for action. We built it to be intuitive and efficient, so you can hit the ground running.


Onboarding process

The onboarding kicks in automatically if you don’t have an Organization set up — either because you haven’t created one yet or because you deleted all existing Organizations.

This flow supports you through the initial setup. It’s easy to follow, and you'll always know where you are and why each step matters.

In under 5 minutes, you’ll have your Organization and your first Ledger up and running — both required to access the full platform.

Starting the process

To get started, click the Let’s go button on the first steps window (Figure 1).

Figure 1. The screen that starts the onboarding process.

Figure 1. The screen that starts the onboarding process.


Step 1 – Set up your Organization details

This is the foundation. Here, you’ll enter key information about your Organization — used internally for identity, structure, and access control.

Required fields:

  • Display Name – the friendly name shown across the platform
  • Legal Name – your company’s official business name
  • Document – like CNPJ or another legal identifier

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Attention

These fields are permanent. Once submitted, they can't be changed — this ensures data consistency and regulatory compliance.


After filling in the details, click Next at the bottom of the screen (Figure 2).

Figure 2. The screen to enter the details of the Organization.

Figure 2. The screen to enter the details of the Organization.


Step 2 – Add your Organization’s address

This step makes sure your Organization is properly registered — for internal records, legal compliance, and features like invoicing. The data is temporarily stored and submitted with your visual identity in the next step.

Required fields:

  • Address (street, number, etc.)
  • Complement (optional)
  • Country, State, City
  • ZIP/Postal Code

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Tip

You can update your address anytime in the Admin Panel.


Once the form is filled out, click Next at the bottom of the screen (Figure 3).

Figure 3. The screen to enter the address details.

Figure 3. The screen to enter the address details.


Step 3 – Add a theme (optional)

Make the Midaz Console feel like yours by uploading your Logo, used as your Organization’s icon.

Icon format:

  • SVG or PNG file
  • 256x256 px
  • hosted at a URL you provide

Once submitted, the system creates your Organization in the backend and returns a unique organizationId. Your logo becomes part of the Organization’s metadata.

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Skip this step

No logo? No problem — we’ll apply a default icon for you.


After uploading your logo, or if you’re skipping this step, click Finish (Figure 4).

Figure 4. The screen to personalize the Organization's icon.

Figure 4. The screen to personalize the Organization's icon.


Step 4 – Organization created

That’s it! With those three steps complete, your Organization is now live in Midaz Console. You’ll see a confirmation screen — click Continue to move on.


Step 5 – Create your first Ledger

The Ledger is a key part of Midaz. It’s where you’ll manage your Assets, Accounts, and Portfolios with precision.

Choose a unique name for your Ledger and click Finish to complete the setup (Figure 5).

Figure 5. The screen to create your first Ledger.

Figure 5. The screen to create your first Ledger.


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Note

You’ll be able to add metadata and fine-tune the configuration later.


What’s next?

You’re all set! With onboarding complete, you can explore everything the Midaz Console has to offer.

Updated 2 days ago