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The Midaz Module guides you through a step-by-step onboarding flow. It helps you set up your Organization and create your first Ledger.

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Onboarding process

The onboarding starts automatically when you have no Organization. This happens when you never created one, or when you deleted all your Organizations. At each step, you see where you are and why the step matters. In a few minutes, your Organization and your first Ledger are ready. You need both to access the full platform.

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Starting the process

Click the Let’s go button on the first-steps window.

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Part 1: Creating your Organization

The first part of onboarding creates your Organization in three steps.

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Step 1 – Set up your Organization details

You enter the key details of your Organization. Required fields:
  • Legal Name – Your company’s official registered name.
  • Document – A registration number such as a CNPJ or EIN.
The step also has a Trade Name (DBA) field.
The Document is permanent. After you submit it, you cannot change it. You can still edit the Legal Name and Trade Name later in the Organization settings.
Click Next at the bottom of the screen.

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Step 2 – Add your Organization’s address

This step adds the registered address of your Organization. Fields:
  • Address – Street address (line 1)
  • Complement – Additional address information (optional)
  • Country – Select from the dropdown
  • State – Select from the dropdown, based on country (optional)
  • City – Your city name
  • ZIP Code – Postal code, numbers only
You can update your address at any time in the Organization settings.
Click Next at the bottom of the screen.

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Step 3 – Add a theme (optional)

Upload your Organization’s Icon to personalize the Midaz Module. Icon format:
  • SVG or PNG file
  • 256x256 px
When you submit this step, Midaz creates your Organization and returns a unique organizationId.
You can skip this step and add the icon later. A confirmation dialog asks if you want to finish without a theme.
Click Finish to continue.

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Organization created

Your Organization is ready. You see a confirmation dialog. Click Continue to create your first Ledger.

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Part 2: Creating your first Ledger

After Midaz creates your Organization, the flow guides you to create your first Ledger. The Ledger is a core part of Midaz. It is where you manage Accounts, balances, and Transactions. Create Assets separately in the Ledger, then use them when you create Accounts. Required field:
  • Ledger Name – A unique name for your Ledger.
You can also turn on Validate Account Type and Validate Routes in this step.
You can configure additional metadata later. An alert on the page reminds you of this option.
Enter a name for your Ledger. Click Finish to complete the setup.

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What’s next?

With onboarding complete, you can configure the rest of the Midaz Module:

Manage Organizations

Edit your Organization settings and create additional Organizations.

Manage Ledgers

Configure your Ledger and create new ones.

Create Assets

Define the currencies and tokens for your Ledger.

Create Accounts

Set up accounts to start managing balances.