Organization Onboarding

When a new B2B customer is ready to do business, the first step is creating an Organization. This page explains the onboarding process: what is automated, what requires manual action, and how external integrations are configured.

Overview

An Organization is the tenant boundary in MIDDAG Account. Every piece of customer data -- entitlements, invoices, licenses, contracts -- belongs to an Organization. Onboarding sets up this foundation correctly so that all downstream operations work without friction.

The onboarding flow

Step 1: Create the Organization

Organizations can be created in two ways:

• By the admin in the WordPress admin panel. The admin fills in the organization name, selects the billing entity, and saves.
• From HubSpot sync. When a company is created or updated in HubSpot, a webhook can trigger organization creation in MIDDAG Account. The system maps HubSpot company fields to organization fields automatically.

Both paths produce the same result: a new Organization record scoped to either the BR or US entity.

Step 2: Enter business data

The Organization record holds business information:

• Legal name and trade name
• Tax ID (CNPJ for BR, EIN/VAT for US/international)
• Full address (street, city, state, postal code, country)
• Tax regime and primary business activity (BR-specific)

For Brazilian organizations, the CNPJ is validated for format and check digits. International organizations use their local tax identifier.

Step 3: Set billing entity

Every Organization is associated with a billing entity: MIDDAG BR or MIDDAG GLOBAL (LLC). This determines:

• Which Stripe account processes payments
• Which HubSpot portal tracks the relationship
• Which tax rules apply (NFSe for BR, no NFSe for US)
• Which currency is primary (BRL or USD)

The billing entity is set during onboarding and can be changed later by an admin. See Multi-Entity Operations for full details.

Step 4: Verification workflow

Organizations go through a verification workflow before they can transact:

Status	Meaning
pending	Just created, no documentation submitted
under_review	Documentation submitted, admin is reviewing
verified	Approved -- organization can transact freely
rejected	Documentation rejected, with a stated reason

• The owner submits verification documents (typically business registration).
• The admin reviews and approves or rejects with a justification.
• Rejected organizations can resubmit documentation.
• Verification status and timestamps are recorded for audit.

Unverified organizations can view data but cannot accept quotes or manage collaborators.

Step 5: Add the first collaborator (owner)

Every Organization must have exactly one owner. The owner is the first collaborator added during onboarding. This person:

• Has full access to all scopes
• Can invite other collaborators
• Can transfer ownership to another collaborator
• Is the primary contact for notifications

If the Organization was created by the admin, the admin assigns the owner by email. The owner receives an invitation email, sets a password, and gains access to the portal.

See Collaborator Management for the invite flow and role hierarchy.

Step 6: Configure integrations

After the Organization is created, the admin links external identifiers:

• Stripe Customer ID -- One for BR, one for US (or both). This allows MIDDAG Account to match Stripe invoices and payments to the Organization.
• HubSpot Company ID -- One for each HubSpot portal (BR, GLOBAL). This enables sync of deals, quotes, and contact data.

These links are configured in the Organization detail screen in the admin panel. Once set, webhooks from Stripe and HubSpot automatically route data to the correct Organization.

What is automated vs. manual

Step	Automated	Manual
Organization creation	Via HubSpot webhook (if configured)	Admin creates directly
Business data entry	Partial (HubSpot sync)	Admin completes missing fields
Billing entity selection	Inferred from tax ID	Admin confirms or overrides
Verification	Status transitions are tracked	Admin reviews and approves
Owner assignment	Invite email sent automatically	Admin enters owner email
Stripe/HubSpot linking	--	Admin enters external IDs

After onboarding

Once the Organization is verified and the owner has accepted the invite, the customer is ready to:

• Receive and accept quotes
• Make purchases
• Manage their team (invite collaborators)
• View entitlements, invoices, and contracts in the portal

The next step in the lifecycle is typically the first purchase.