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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. This flow guides you through the initial setup. 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

This step is the foundation. You enter the key details of your Organization. Required field:
  • Legal Name – Your company’s official registered name.
You can also provide a Trade Name (DBA) and a Document such as a CNPJ, EIN, or other registration number.
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. Required fields:
  • Address – Street address (line 1)
  • Complement – Additional address information (optional)
  • Country – Select from the dropdown
  • State – Select from the dropdown (based on country)
  • City – Your city name
  • ZIP Code – Postal code
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. Your icon becomes part of the Organization metadata.
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 for the Organization, then use them when you create Accounts. Required field:
  • Ledger Name – A unique name for your Ledger.
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 explore everything the Midaz Module offers:

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 Organization.

Create Accounts

Set up accounts to start managing balances.