# Setting Up a Platform Organization

A Platform Organization allows you to manage multiple connected merchants and enable platform-level features. This guide walks you through creating a Platform Organization and adding Connected and Standard Merchants using the Payments Control Centre dashboard.

When you sign up on Hyperswitch, a **Standard Organization** is created by default with one merchant account. The signed-up user is assigned the **Org Admin** role. Org Admin access is required to create a Platform Organization. When a Platform Organization is created, a **Platform Merchant** is automatically created by default as the privileged parent merchant for the organization. There can only be one Platform Merchant per Platform Organization - you cannot create another Platform Merchant.

### Create a Platform Organization

#### 1. Navigate to Organization Settings

From the sidebar, expand **Settings** and click **Organization Settings**. The page displays your current **Organization Details**, including your Organization ID and Organization Name (e.g., "Standard Organization"). Below that, the **Create New Platform Organization** section provides two options: **Learn More** and **+ Create Platform Organization**. At the bottom, the **Convert to Platform Organization** section notes that converting an existing organization requires contacting your administrator.

Click the **+ Create Platform Organization** button to begin.

<figure><img src="/files/FGUsTyxeloE6jHGKGcsh" alt="Organization Settings page showing Organization Details, Create New Platform Organization section, and Convert to Platform Organization notice"><figcaption><p>Organization Settings page - click "+ Create Platform Organization" to begin</p></figcaption></figure>

#### 2. Name Your Platform Organization

A modal titled **"Create New Platform Organization"** appears with a single required field. Enter your desired name in the **Organization Name** field (e.g., *"Platform Organization"*) and click the **Create Platform** button.

<figure><img src="/files/sCdYMAGJKRzy0Jiom59N" alt="Create New Platform Organization modal with Organization Name field and Create Platform button"><figcaption><p>Enter a name for your Platform Organization and click "Create Platform"</p></figcaption></figure>

#### 3. Verify the Platform Organization

After creation, the dashboard automatically switches to your new Platform Organization. The **Organization Name** now reflects the name you entered. A green checkmark with **"Platform Organization Active"** and the message *"Your organization is already configured as a platform organization."* confirms the setup is complete. The sidebar updates to show **"Platform Merchant Account"** at the top with the merchant ID. Notice that the **Platform Merchant** is already present in the sidebar under the **PLATFORM MERCHANT** section - this is the default merchant that was automatically created with the Platform Organization. A **+ Create new** option is also available to add Connected or Standard Merchants.

<figure><img src="/files/YIrfwPLAfXlp90tTO7PV" alt="Organization Settings showing Platform Organization Active with green checkmark and updated sidebar with Platform Merchant"><figcaption><p>Platform Organization is now active with the Platform Merchant visible in the sidebar</p></figcaption></figure>

***

{% hint style="info" %}
To convert your existing organization to a platform organization, please contact your administrator. This action requires elevated permissions and cannot be performed directly. Contact us for further assistance on [Slack](https://join.slack.com/t/hyperswitch-io/shared_invite/zt-2jqxe307y-UkEVSiSMHgoXsBhu4eLlzQ), via [Contact Us](https://hyperswitch.io/contact-us), or email us at <support.global@juspay.io>.
{% endhint %}

***

### Creating Merchants

Once your Platform Organization is active, you can add merchants from the sidebar. Click the merchant dropdown in the top-left corner and select **+ Create new**. A modal titled **"Add a new merchant"** will appear with two fields:

* **Merchant Name** - Enter any name for your new merchant. The names used below (e.g., "Connected Merchant", "Standard Merchant") are just examples for clarity.
* **Merchant Type** - Choose between:
  * **Connected Merchant** - Merchant managed by the platform (shares Customers and Payment Methods).
  * **Standard Merchant** - Independent merchant within the organization (isolated resources).

<figure><img src="/files/PmJB1j738uvjkeJos1m1" alt="Add a new merchant modal showing Merchant Name and Merchant Type options"><figcaption><p>"Add a new merchant" modal with Merchant Type selection</p></figcaption></figure>

#### Creating a Connected Merchant

* Enter the merchant name in the **Merchant Name** field (e.g., *"Connected Merchant"*).
* Select **Connected Merchant** as the Merchant Type.
* Click the **Add Merchant** button.

<figure><img src="/files/EidYurNvoK34J6ZD6MnJ" alt="Add merchant modal with Connected Merchant name entered and Connected Merchant type selected"><figcaption><p>Merchant name entered and Connected Merchant type selected</p></figcaption></figure>

#### Creating a Standard Merchant

* Enter the merchant name in the **Merchant Name** field (e.g., *"Standard Merchant"*).
* Select **Standard Merchant** as the Merchant Type.
* Click the **Add Merchant** button.

<figure><img src="/files/rA0lnBsAk1HUQfbXe79K" alt="Add merchant modal with Standard Merchant name entered and Standard Merchant type selected"><figcaption><p>Merchant name entered and Standard Merchant type selected</p></figcaption></figure>

#### Verify Your Merchants

After creating both merchants, the sidebar displays all merchant types under their respective sections:

* **PLATFORM MERCHANT** - The default Platform Merchant (automatically created).
* **CONNECTED MERCHANTS** - Connected Merchants managed by the platform.
* **STANDARD MERCHANTS** - Independent merchants with isolated resources.

<figure><img src="/files/3axCxKiTaeQppVohB0vG" alt="Sidebar showing Platform Merchant, Connected Merchants, and Standard Merchants sections"><figcaption><p>All merchant types visible in the sidebar: Platform, Connected, and Standard</p></figcaption></figure>

***

### What's Next?

Once your Platform Organization is set up, you can proceed with:

* [Generating a Platform API Key](https://docs.hyperswitch.io/integration-guide/account-management/multiple-accounts-and-profiles/platform-organization-concepts/pages/WXMLyiIkEO41SIi5cltB#2.-generate-a-platform-api-key)
* [Creating Merchant Accounts under your platform](https://docs.hyperswitch.io/integration-guide/account-management/multiple-accounts-and-profiles/platform-organization-concepts/pages/WXMLyiIkEO41SIi5cltB#3.-create-new-merchants-sibling-merchants)
* [Setting up connectors and processing payments](https://docs.hyperswitch.io/integration-guide/account-management/multiple-accounts-and-profiles/platform-organization-concepts/pages/WXMLyiIkEO41SIi5cltB#5.-perform-payment-operations-using-merchant-keys)

For the full Platform Organization workflow and API details, refer to:

{% content-ref url="/pages/WXMLyiIkEO41SIi5cltB" %}
[Platform Organization](/integration-guide/account-management/multiple-accounts-and-profiles/platform-organization-concepts.md)
{% endcontent-ref %}


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