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docs(platform): add platform organization and connected merchant setup guide#196

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AnkitKmrGupta wants to merge 12 commits intomainfrom
platform-org-setup-guide
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docs(platform): add platform organization and connected merchant setup guide#196
AnkitKmrGupta wants to merge 12 commits intomainfrom
platform-org-setup-guide

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This pull request enhances the documentation for managing Platform Organizations and Connected Merchants in the integration guide. It introduces a new step-by-step guide for setting up a Platform Organization via the dashboard, updates the documentation structure to include this guide, and expands the feature list for Platform-Connected setups to clarify supported capabilities.

Documentation improvements for Platform Organizations:

  • Added a new file, setting-up-platform-organization.md, which provides a detailed, illustrated step-by-step guide for creating a Platform Organization and adding Connected Merchants using the Payments Control Centre dashboard.
  • Updated SUMMARY.md to include the new "Setting Up Platform Organization" guide in the documentation navigation.

Clarification and expansion of supported features:

  • In platform-org-and-merchant-setup.md, replaced the "Roadmap" section with a "Supported Features" section that explicitly lists all currently supported capabilities for Platform-Connected setups, including payments, refunds, disputes, webhooks, shared customers/payment methods, analytics, SDK integration, and audit trail.

These changes improve clarity and usability for users setting up and managing Platform Organizations and Connected Merchants.

@AnkitKmrGupta AnkitKmrGupta self-assigned this Apr 28, 2026
@AnkitKmrGupta AnkitKmrGupta changed the title docs: add platform organization and connected merchant setup guide docs(platform): add platform organization and connected merchant setup guide Apr 28, 2026
@AnkitKmrGupta AnkitKmrGupta force-pushed the platform-org-setup-guide branch from 2b928dd to 75b4623 Compare April 29, 2026 08:10
@AnkitKmrGupta AnkitKmrGupta force-pushed the platform-org-setup-guide branch from 75b4623 to dc38a7f Compare April 29, 2026 08:16
apoorvdixit88 and others added 5 commits April 29, 2026 20:08
- Rename parent section from "Payment Operations" to "Account & Operations"
  and "Managing Accounts and Profiles" to "Account Setup and Structure"
- Add new pages: "Pick the Right Setup for Your Business" and
  "Standard Organization" to fill IA gaps for use-case framing and the
  Standard Org path
- Rename account-setup.md to quick-start.md and rewrite as a focused
  signup → API key → connector → routing walkthrough; restore the
  existing API Key, Processor, and Routing GIFs
- Rename platform-org-and-merchant-setup.md to platform-organization-concepts.md
  and refactor as a concepts page; preserve existing API workflow anchors
  for inbound links
- Refresh hyperswitch-account-structure.md with cleaner prose and
  restored hierarchy diagram
- Update inbound links across saas-platforms docs and for-sme use case

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@AnkitKmrGupta AnkitKmrGupta force-pushed the platform-org-setup-guide branch from 443abcd to 734921b Compare April 30, 2026 09:27
@AnkitKmrGupta AnkitKmrGupta force-pushed the platform-org-setup-guide branch from 734921b to 04986df Compare April 30, 2026 12:11
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2 participants