Setting Up Discord Roles and Permissions

Introduction

• Tutorial guide on roles and permissions setup in Discord server
• Use video chapters to skip to needed parts

Permissions Overview

• Two Types of Permissions:
  1. Role Permissions
  2. Channel Permissions

Server Role Permissions

• Simple, only two modes: on/off
• Server-wide
• Recommendations: disable all for most roles; enable for moderators and admins only

Channel Permissions

• Overrides server permissions
• Three Modes:
  • Cross: disable
  • Tick: enable
  • Slash: follow existing rules
• Everyone Role: default permissions for the channel
• Permissions conflict: enabled permission takes priority

Categories

• Work same as channel permissions
• Syncing channels to categories for uniform permissions

Setting Up Roles

Step-by-Step Guide

1. Open Server Settings
2. Switch to the Roles page
3. Understand role hierarchy (top roles have more power)
4. Recommended Top Roles:
   • Administrator
   • Moderator
   • Bot

Member Role

1. Create Role:
   • Name: Member
   • Set readable color (suggest blue)
   • Display role members separately: enabled
   • Allow anyone to mention role: disabled
2. Permissions Tab:
   • Clear permissions
   • Ensure member role is just above everyone role

Moderator Role

1. Create Role:
   • Name: Moderator
   • Choose vibrant color
   • Display role members separately: enabled
   • Allow anyone to mention role: optional
2. Permissions Tab:
   • Enable: timeout members, view audit logs, change nickname, manage nicknames, mention everyone, manage messages, mute members, deafen members, move members
   • Optional: kick and ban permissions
   • Drag role near the top

Admin Role

1. Create Role:
   • Name: Admin
   • Set vibrant or custom color
   • Display role members separately: enabled
   • Allow anyone to mention role: disabled
2. Permissions Tab:
   • Enable: administrator
   • Make sure only trusted individuals receive this role
   • Place role above moderator

Bot Role

1. Create Role:
   • Name: Bot
   • Set color (optional)
   • Display role members separately: optional
   • Allow anyone to mention role: disabled
2. Permissions Tab:
   • Option 1: enable permissions you want bots to have
   • Option 2: clear permissions
   • Place role below moderator

Friend/VIP Role

1. Create Role:
   • Name: Friends
   • Choose vibrant color
   • Display role members separately: enabled
   • Allow anyone to mention role: disabled
2. Permissions Tab:
   • Optional: enable change nickname, move members
   • Place role below moderator

Muted Role

1. Create Role:
   • Name: Muted
   • Typically dull or grey color
   • Display role members separately: disabled
   • Allow anyone to mention role: disabled
2. Permissions Tab:
   • Ensure no permissions are set
   • Place role above member

Booster/Subscriber Roles

• Discord auto-creates booster roles
• Follow same permissions as member roles
• Place above member role

Setting Up Channel Permissions

1. Create Channels:
   • Right-click on side panel -> Create Channel
   • Name channel
   • Go to Permissions tab
   • Expand advanced permissions section

Server Detail Channels

• For public view, but no messaging
• Everyone Role: enable view channel, read message history
  • Optional: create invite
  • Disable all other permissions
• Add bot roles if required

General Channels

• For all members
• Everyone Role: enable send messages, send in threads, add reactions, read message history
  • Disable all other permissions
• Voice Channels: enable connect, speak, use voice activity, disable other permissions
• Add muted role to disable send messages and speak
• Add member role, enable view channel

Moderator Channels

• Access only by mods, admins, bots
• Everyone Role: disable most permissions, enable send messages, read message history
  • Voice Channels: disable view channel, manage, enable speak, use voice activity
• Add moderator role, enable view channel/connect where applicable
• Add muted role, disable send messages, speak

Friends Channels

• Access only to trusted/friend roles
• Everyone Role: enable send messages, read message history, disable view channel, others
• Voice Channels: enable view channel, connect for friend roles
• Add muted role, disable send messages, speak
• Add friends role, enable view channel where applicable

Special Channels (VIP, Boosters)

• Everyone Role: enable send messages, read message history, disable view channel, others
• Voice Channels: enable speak, use voice activity, disable view channel, connect
• Add special roles and similar permissions

Bot and Log Channels

• For bot logging and interaction
• Everyone Role: enable send messages, read message history, disable view channel, others
• Add moderator role, enable view channel
• Add bot role, enable view channel

Promotional Channels

• For members to promote content
• Everyone Role: enable read message history, send messages
  • Disable view channel, manage, others
• Voice Channels: disable speak for muted roles
• Add member role, enable view channel
• Adjust slow mode settings (recommended: 30 minutes or more)

Discord Server Template

• Provided for ease
• Use link in the description

Using the Template

1. Click on the link
2. Paste in address bar, hit enter
3. Name your server, click "Create"

Customizing Template

• Change role colors in roles page
• Categories preset with permissions
• Two options:
  • Add new channels directly to categories
  • Sync existing channels to categories