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Onboard a New Organization ​

This recipe creates a new B2B customer from scratch: setting up the Organization, filling in business data, running verification, adding the owner collaborator, and inviting team members.

Prerequisites ​

  • WordPress admin access.
  • MIDDAG Account plugin installed and activated.
  • Know the customer's legal name, tax ID (CNPJ for BR, EIN/VAT for international), and billing address.

Steps ​

Part A: Create the Organization ​

Step 1. Go to MIDDAG Account > Organizations in the WordPress admin sidebar.

Step 2. Click New Organization.

Step 3. Fill in the Organization name (trade name the customer uses day to day).

Step 4. Select the Billing Entity:

  • MIDDAG BR -- for Brazilian customers paying in BRL.
  • MIDDAG GLOBAL -- for international customers paying in USD.

This determines which Stripe account, HubSpot portal, and tax rules apply. See Multi-Entity Operations for details.

Step 5. Click Save. The Organization is created with status pending.

Part B: Fill in business data ​

Step 6. On the Organization detail page, open the Business Data tab.

Step 7. Fill in:

  • Legal name -- the official registered company name.
  • Tax ID -- CNPJ (BR) or EIN/VAT (international). For Brazilian organizations, the CNPJ format is validated automatically.
  • Address -- street, city, state, postal code, country.
  • Tax regime (BR only) -- select the applicable regime (e.g., Simples Nacional, Lucro Presumido).
  • Primary activity (BR only) -- the main business activity code.

Step 8. Click Save.

Part C: Configure external integrations ​

Step 9. Open the Integrations tab on the Organization detail page.

Step 10. Link the Stripe Customer ID:

  • If the customer already exists in Stripe, paste the customer ID (e.g., cus_abc123).
  • If not, you can create a Stripe customer later when the first payment is processed -- the system links automatically.

Step 11. Link the HubSpot Company ID:

  • Paste the HubSpot company ID if the customer already exists in HubSpot.
  • If syncing from HubSpot, this is filled automatically via webhook.

Step 12. Click Save.

Part D: Verification ​

Step 13. The Organization starts in pending status. To move it to verified:

  • Ask the customer to submit verification documents (typically business registration, articles of incorporation, or a utility bill).
  • When documents are received, go to the Organization detail page and change status to under_review.

Step 14. Review the submitted documents. If everything checks out, click Verify Organization. The status transitions to verified.

Step 15. If documents are insufficient, click Reject and enter a reason. The customer is notified and can resubmit.

Note: Unverified organizations can view data in the portal but cannot accept quotes or manage collaborators.

Part E: Add the owner collaborator ​

Step 16. Open the Team tab on the Organization detail page.

Step 17. Click Add Collaborator.

Step 18. Enter the owner's email address.

Step 19. Set Role to owner. There must be exactly one owner per Organization.

Step 20. Scopes are set to all scopes automatically for the owner role.

Step 21. Click Send Invite. The system sends an invitation email with a token link (valid for 7 days).

Step 22. The owner receives the email, clicks the link, sets a password, and gains portal access.

Part F: Invite team members (optional) ​

Step 23. Still on the Team tab, click Add Collaborator again for each team member.

Step 24. Enter the team member's email, select a role (admin, member, or guest), and choose the appropriate scopes. See Invite Collaborators for the full invite recipe.

Step 25. Click Send Invite for each.

Expected result ​

  • A new Organization record exists with status verified.
  • Business data (legal name, tax ID, address) is complete and validated.
  • The billing entity is set, which routes all future financial transactions correctly.
  • External integration IDs (Stripe, HubSpot) are linked.
  • The owner collaborator has accepted the invite and can log in to the portal.
  • Any additional team members have been invited.

Further reading ​