Create Your First Organization
An Organization is how MIDDAG Account represents a business customer. Every piece of data in the system — entitlements, invoices, licenses, contracts, collaborators — belongs to an Organization. Before you can do anything meaningful, you need at least one.
Think of it as creating a customer folder that will hold everything related to that company.
What you will need
- MIDDAG Account plugin installed and activated
- WordPress admin access
- Basic information about the business: company name, tax ID, and country
Step 1: Open the Organizations list
In your WordPress admin sidebar, navigate to MIDDAG Account > Organizations. You will see a list of all organizations (empty if this is your first time).
Click New Organization.
Step 2: Fill in the organization details
Fill in the following fields:
| Field | What to enter | Example |
|---|---|---|
| Company Name | The trading name your customer is known by | Acme Corp |
| Legal Name | The official registered name (used on invoices and tax documents) | Acme Corporation Ltd. |
| Tax ID | The company's tax identification number — CNPJ (Brazil), EIN (US), VAT number (EU), or equivalent | 12.345.678/0001-90 |
| Country | Where the company is legally registered | Brazil |
| Currency | The currency for billing this customer | BRL |
| Billing Entity | Which of your legal entities will bill this customer — determines which Stripe account and invoice templates are used | MIDDAG Tec (BR) or MIDDAG LLC (Global) |
You will also see fields for the company's full address (street, city, state, postal code). Fill these in — they appear on invoices and tax documents.
Optional fields
- Stripe Customer ID (BR / Global): If this customer already exists in your Stripe account, enter their Customer ID here. Otherwise, this can be linked later.
- HubSpot Company ID (BR / Global): Same as above, for HubSpot CRM sync.
- Parent Organization: If this company is a subsidiary of another Organization already in the system, select the parent here. This supports up to three levels of hierarchy (holding > subsidiary > branch).
Step 3: Save and verify
Click Save. The Organization is created with a verification status of Pending.
Verification states
Every Organization goes through a verification workflow before it can make purchases or receive entitlements:
| Status | Meaning |
|---|---|
| Pending | Just created. Awaiting documentation or review. |
| Under Review | Documentation submitted. Admin is reviewing. |
| Verified | Approved. The organization can now purchase products, accept quotes, and receive entitlements. |
| Rejected | Documentation was insufficient. The organization can resubmit. |
For your first test Organization, you can immediately change the status to Verified from the Organization detail screen. In production, you would review the customer's documentation before approving.
TIP
If you have configured automatic Tax ID validation (e.g., CNPJ validation via Brazil's Receita Federal API), organizations with a valid tax ID can be verified automatically.
What happens after creation
Once saved, the Organization becomes the container for everything related to this customer:
- Collaborators — team members who can log in and access the customer portal
- Entitlements — products and services this organization has access to
- Orders and Invoices — purchase history and financial records
- Licenses — software licenses assigned to this organization
- Contracts and Services — service agreements and delivery tracking
- Environments — managed hosting installations
All of these are scoped to the Organization. Data from one Organization never leaks into another.
Step 4: Add the first Collaborator
An Organization without people is just a record. The first person you add is the Owner — the primary contact who has full control over the organization in the customer portal.
- From the Organization detail screen, go to the Collaborators tab
- Click Add Collaborator
- Enter the person's email address
- Set the role to Owner
- Click Send Invite
The person will receive an email with a link to set their password and activate their account. Until they accept, they appear as Pending in the collaborator list.
Collaborator roles
| Role | What they can do |
|---|---|
| Owner | Full access to everything. Cannot be removed or demoted. One per Organization. |
| Admin | Manage team members, view all data, perform most actions. |
| Member | Access only what their assigned permission scopes allow. |
| Guest | Very limited access — typically only shared documents. |
You can configure exactly what each Member or Guest can see using permission scopes (finances, orders, licenses, support tickets, quotes, contracts, documents, downloads). The Owner and Admin roles have access to everything by default.
What to do next
Your Organization is set up and has an Owner. Next steps:
- Create your first Entitlement — manually create an entitlement to see how the system tracks products and services
- Run your first lifecycle — go end-to-end from a WooCommerce product to an automatically provisioned entitlement