> ## 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.

# Onboarding

> Follow the Midaz Module guided onboarding to create your first Organization and Ledger in a few minutes, with fields explained at every step.

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

## 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.

### Starting the process

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

## Part 1: Creating your Organization

***

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

### 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.

<Warning>
  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.
</Warning>

Click **Next** at the bottom of the screen.

### 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

<Tip>
  You can update your address at any time in the Organization settings.
</Tip>

Click **Next** at the bottom of the screen.

### 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.

<Tip>
  You can skip this step and add the icon later. A confirmation dialog asks if you want to finish without a theme.
</Tip>

Click **Finish** to continue.

### Organization created

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

## 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.

<Note>
  You can configure additional metadata later. An alert on the page reminds you of this option.
</Note>

Enter a name for your Ledger. Click **Finish** to complete the setup.

## What's next?

***

With onboarding complete, you can explore everything the Midaz Module offers:

<CardGroup cols={2}>
  <Card title="Manage Organizations" icon="building" href="/en/midaz/console/managing-organizations">
    Edit your Organization settings and create additional Organizations.
  </Card>

  <Card title="Manage Ledgers" icon="book" href="/en/midaz/console/managing-ledgers-via-console">
    Configure your Ledger and create new ones.
  </Card>

  <Card title="Create Assets" icon="coins" href="/en/midaz/console/creating-an-asset">
    Define the currencies and tokens for your Organization.
  </Card>

  <Card title="Create Accounts" icon="wallet" href="/en/midaz/console/creating-an-account">
    Set up accounts to start managing balances.
  </Card>
</CardGroup>