Getting Started

Getting Started with the Control Center

The Control Center is Hyperswitch's no-code dashboard. It sits on top of the Hyperswitch payments engine and lets your team connect processors, run and monitor payments, configure smart routing, manage refunds and disputes, and administer users — all without writing code.

This guide gets you from "I just logged in" to "I understand what I'm looking at and made my first test payment."

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What is the Control Center?

If you are a…	You'll mostly use…
Operations / Support	Payments, Refunds, Disputes, Customers
Developer	API Keys, Webhooks, Payment settings
Admin / Owner	Connectors, Routing workflows, Team & Roles, Org settings

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Step 1 — Log in and pick your environment

1. Open the Sandbox Control Center URL https://app.hyperswitch.io/ and sign up.

2. On first sign-up your Organization and a Merchant account are created for you

Test vs. Live mode

• Test / Sandbox — a safe playground. Use test card numbers, no real money moves. Start here.

• Live — real processors, real money. Enabled after you've tested your setup.

You'll be taken to Test mode by default. Access to Production mode is granted only after the required agreements have been signed

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Step 2 — Understand the account hierarchy

This is the concept new users trip on the most. Everything in the Control Center is scoped to a three-level hierarchy:

Organization              ← your company (top-level tenant)
  └── Merchant Account     ← a business/brand under the org
        └── Business Profile ← an environment or product line
              ├── Connectors      (processors are attached here)
              ├── Payments

• Organization — the top-level account for your company.

• Merchant Account — a business unit under the organization. Larger companies may have several. API keys are under Merchant Account

• Business Profile — the level where you actually attach connectors, routing logic process transactions. A merchant can have multiple profiles (e.g. one per region, brand, or product line).

Refer the below guide to understand how to create a new Profile and rename Merchant/Profiles

You switch between merchants and profiles using the switcher near the top of the sidebar. Connectors and settings live at the profile level, so if a connector "disappears," confirm you're on the right profile.

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Step 3 — Take the dashboard tour

The left sidebar is grouped into sections you'll return to constantly:

Section	What lives there
Overview / Home	Snapshot of volume, success rate, recent activity
Operations	Payments, Refunds, Disputes, Customers, Payouts
Connectors	Payment processors and payment-method configuration
Analytics	Insights, charts
Workflow	Routing, 3DS Decision Manager, Surcharge, Fraud & Risk
Vault	Stored customers and tokens
Developers	API Keys, Webhooks, Payment settings
Users(top left)	Team & roles, Invites
Theme(top left)	Configure control center to your branding

Exploring other product modules

Hyperswitch is more than payments. Alongside the sections above, the dashboard gives you direct access to the wider product suite:

Module	What it's for
Orchestrator	The core payments dashboard (everything described in this guide)
Vault(part of Orchestrator)	Secure storage and tokenization of payment credentials
Recon(available on request)	Automated reconciliation for finance teams
Revenue Recovery(Demo mode)	Recover failed and churned payments
Cost Observability(Demo mode)	Visibility into your payment processing costs
Intelligent Routing(Demo mode)	Success-rate–based dynamic routing

You can jump into any of these straight from the dashboard.

🆕 First-time visitors: the first time you open a module, the Control Center automatically creates a merchant account for you for that product so you can start exploring immediately — no manual setup required. Each module is scoped to its own account under your organization, so you can try one without affecting the others.

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Step 4 — Make your first test payment

The fastest way to see the dashboard come alive:

1. Go to Connectors → Payment Processors and connect a test processor (a dummy/test connector works).

2. Go to Overview -> Try It Out to open the checkout SDK

3. Use the test card details for making a payment

4. Go to Operations → Payments and watch your payment appear. Click it to explore the payment details, timeline, and available actions (capture, refund).

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Where to go next

• Operations → day-to-day management of payments, refunds, and disputes.

• Connectors → connect real processors and enable payment methods.

• Workflow → set up routing and smart-payment features.

• Developers → API keys and webhooks for your integration.

• Users → invite your team and manage roles.

💡 New-user tip: If something looks empty or wrong, check the two things that scope everything — your mode (Test/Live) and your selected merchant/profile.