Initial Setup

Planned Feature

The Setup Wizard described on this page does not exist yet. This document specifies the intended first-run experience. Until the wizard is built, these steps must be completed manually through the MIDDAG Account settings screens.

After installing and activating MIDDAG Account, the Setup Wizard guides you through the essential configuration to get your first customer lifecycle running.

The wizard launches automatically the first time you open MIDDAG Account in your WordPress admin after activation. You can also re-run it later from MIDDAG Account > Settings > Setup Wizard.

Step 1: Configure your business entity

Tell MIDDAG Account about your company. This information appears on invoices, contracts, quotes, and customer-facing communications.

Field	Description	Example
Company name	Your legal business name	Acme Software Ltd
Country	Country of incorporation	United States
Currency	Primary operating currency	USD
Tax ID	Your tax identification number (optional)	12-3456789
Address	Business address for documents	123 Main St, Austin, TX

If you operate in multiple countries (for example, a US entity and a Brazilian entity), you can add additional legal entities later in MIDDAG Account > Settings > Legal Entities.

Why this matters

The business entity determines which currency appears on invoices, which tax document format is used (e.g., NFSe for Brazil), and which Stripe account processes payments when you connect integrations later.

Step 2: Define your Entitlement Classes

Entitlement Classes define the types of products and services your business offers. When a customer purchases something, MIDDAG Account creates an entitlement of the matching class. Each class determines what downstream resources are provisioned.

The default classes are:

Class	Code	Best for
Plugin	PLG	Software licenses, downloadable products
Environment	ENV	Managed hosting, platform installations
Service	SVC	Ongoing services, consulting projects, support contracts
Order	ORD	General purchases that don't fit other categories
Affiliate	AFL	Partner program memberships
Education	EDU	Courses, training, mentoring programs

What to do here:

• Review the default classes and decide which ones apply to your business
• Enable the classes you need, disable the ones you don't
• Optionally rename classes to match your terminology (e.g., rename "Plugin" to "App" or "Environment" to "Workspace")

You do not need to get this perfect now. Classes can be added, renamed, or reconfigured at any time from MIDDAG Account > Settings > Entitlement Classes.

Step 3: Connect WooCommerce

MIDDAG Account uses WooCommerce as the commerce engine — WooCommerce handles products, checkout, and payment processing, while MIDDAG Account handles the customer lifecycle after purchase.

In this step:

1. Verify WooCommerce is active — The wizard checks that WooCommerce is installed and running
2. Map products to Entitlement Classes — For each WooCommerce product (or product category), assign which Entitlement Class should be created when a customer purchases it
3. Configure automation — Choose whether entitlements should be created automatically when an order is completed, or manually by an admin

For a deeper explanation of the WooCommerce integration, see Connect WooCommerce.

No products yet?

If you haven't created WooCommerce products yet, you can skip this step and come back later. MIDDAG Account works with or without WooCommerce products — you can also create entitlements manually.

Step 4: Create your first Organization

Organizations are the core of MIDDAG Account. Every customer is an organization — a company, agency, institution, or team — not an individual WordPress user.

Create your first organization to see the system in action:

Field	Description	Example
Organization name	The customer's company name	Beta Corp
Country	Where the organization is based	Brazil
Primary contact email	Main point of contact	admin@betacorp.com

After creating the organization, you can:

• Add collaborators (team members) with different permission levels
• Assign entitlements manually
• View the organization dashboard

Step 5: Create your first Entitlement

With an organization in place, create your first entitlement to see the lifecycle in action.

1. Select the Organization you just created
2. Choose an Entitlement Class (e.g., Plugin, Service, Environment)
3. The system generates a unique Entitlement Code (e.g., PLG-2026050001)
4. Set the status to Active
5. Optionally set an expiration date

Once created, the entitlement appears on the organization's dashboard. Depending on the class, downstream resources may be provisioned automatically — for example, a Plugin entitlement can trigger license key generation.

What happens next

After completing these five steps, you have:

• A configured business entity
• Entitlement Classes tailored to your offerings
• WooCommerce connected as your commerce engine
• Your first organization and entitlement

From here, the typical next steps are:

• Connect WooCommerce — Understand the full commerce bridge in detail
• Create your first Organization — Detailed guide to organization management
• Create your first Entitlement — Detailed guide to entitlement creation and lifecycle
• First Lifecycle — Walk through a complete cycle: organization, order, entitlement, renewal

Estimated time

The Setup Wizard is designed to take 15 to 30 minutes for a first-time setup. Most of that time is spent deciding which Entitlement Classes match your business — the rest is filling in fields.