> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Initiating with Enterprise Model

> Set up Lerian Enterprise in the right order to onboard product, engineering, and ops teams across Midaz, Access Manager, and plugins.

<Note>
  This guide is for **Enterprise Model** users with access to **Midaz** and **Access Manager**. You’ll also see how to integrate optional capabilities — **Fees Engine**, **CRM**, and **Smart Templates** — in the most effective order.
</Note>

## Getting started: Setup order

***

To ensure modularity and clean integrations, we recommend the following setup order:

<Frame caption="Figure 1. Enterprise Model setup order.">
  <img src="https://mintcdn.com/lerian-49cb71fc/SEOef3JqTInYAAau/images/en/d2/enterprise-model.svg?fit=max&auto=format&n=SEOef3JqTInYAAau&q=85&s=862e4912bae2a93dac0be94753ea260a" alt="Recommended setup order for the Enterprise Model, sequencing Midaz, Access Manager, and the optional Fees, CRM, and Smart Templates capabilities" width="869" height="2056" data-path="images/en/d2/enterprise-model.svg" />
</Frame>

### Step 1: Configure Midaz Core

Begin by following the steps in the [Midaz recommended workflow](/en/midaz/recommended-workflow). This includes:

* Creating your Organization and Ledger(s).
* Defining assets and account types.
* Setting up portfolios, accounts, and segments.
* Configuring Accounting Routes for validation.
* Implementing transaction workflows (double-entry).

### Step 2: Activate Access Manager

**Access Manager** centralizes authentication and role-based access control (RBAC) for Midaz and its plugins.

* Define user roles and scopes.
* Assign permissions to API keys or users.
* Control access to operations based on roles.

<Tip>
  Start by checking the [Access Manager Setup](/en/platform/access-manager/access-manager) page.
</Tip>

### Step 3: Integrate CRM

**CRM** helps you map customer data to Midaz portfolios.

* Register customers as `Holder` objects.
* Create Aliases to link Holders to specific ledger accounts.
* Add metadata for compliance, segmentation, and insights.

This ensures your customers are correctly represented and linked to ledger activity.

<Tip>
  Start by checking the [CRM Setup](/en/midaz/crm/crm-overview) page.
</Tip>

### Step 4: Configure Fees Engine

Use the **Fees Engine** to automate pricing and monetization rules across your operations.

* Define fees and charge strategies (flat, tiered, dynamic).
* Attach fees to operations like transfers or withdrawals.
* Control when and how fees are calculated and charged.

<Tip>
  Start by checking the [Fees Engine Setup](/en/midaz/fees/fees-engine-overview) page.
</Tip>

### Step 5: Design with Smart Templates

The **Smart Templates** plugin allows you to generate dynamic, personalized content such as:

* Transaction summaries
* Regulatory documents
* Customer notifications

Use it to standardize messaging across channels while injecting contextual data from Midaz and CRM.

<Tip>
  Start by checking the [Smart Templates Setup](/en/reporter) page.
</Tip>

## Final recommendations

***

Once all systems are in place:

* Review integration points between Midaz and each plugin.
* Create automated workflows combining ledger events, customer data, and fee logic.
* Apply permission rules using Access Manager to control access at scale.

<Tip>
  All Lerian plugins are designed to be modular. You can activate and expand usage progressively as your architecture matures.
</Tip>