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Community PortalBasic Channel Setup
Build


BASIC CHANNEL SETUP





While managing a Discord server, you will frequently find yourself needing to
create private areas of the server for specific people or for specific purposes.
This is easily achievable on Discord by making use of categories, roles and
permissions.


GETTING STARTED

This article will assume that you’ve read the following guides:

 * Basic Permissions
 * Setting Up Roles

To demonstrate how to utilize these tools, we’re going to build a server focused
around a robotics tournament where our community members gain access to a
region-specific group of channels.

We’ll break this up into a few steps:

 * Creating the welcome channel where users will find information on how to get
   their roles.
 * Create the necessary roles for our region lock.
 * Create the channels for each region.


CREATING A WELCOME CHANNEL

We’re going to need somewhere with information about how users can gain access
to the region locked sections of the server, so we’ll start by making a #welcome
channel. We’ll put some instructions in there for the future so that users in
the server know how to get roles.



Currently, any user can send a message in our welcome channel. Let’s set up the
permissions in the channel so the @everyone role cannot type.



We can check that this has worked using the “View as Role” feature.

Head over to your roles page in the server settings and find the @everyone role,
select “View Server As Role.”



You’ll now notice that the message box has been disabled like we specified.



This is the #welcome channel all set up, we’re ready to move on!


CREATING REGION ROLES

Next up, we need to create some roles to identify users from each region in the
server. Head to the roles section of your server settings.



These roles don’t need to have any permissions for the whole server (like a role
for Moderators would), since they are only used to gate access to the region
categories.

You can optionally assign these roles a color to allow members in specific roles
to stand out in channels, or hoist them in the member list to make it easy to
find users in a group (for example, it’s useful to hoist Moderators so people
know who to get in touch with). We’ll create two roles for the United States and
Canada.



Make sure to save your changes at the bottom of the roles screen, and that’s all
we need for the role setup!

‍


CREATING OUR REGION LOCKED AREAS

Discord provides you with a way to group related channels together into
Categories.



We’ll be creating a category for each region and channels within that. A great
benefit of categories is that you can sync the permissions of the category to
all channels within it, so you don’t need to set up permissions for any other
channels in the same category.

Start by opening up the server menu and clicking the Create Category option.



We’ll be making two categories in this example, one for each region role. We’ll
start out with the United States category, which we’ll associate with the United
States role.

You can automatically set up the permissions for a category so that only a
certain role can access it. To do this, enable the “Private Category” option.
Once you turn this switch on you’ll see a list of roles which you can enable to
grant access to the category.



Find the role that you want to create the category for and flip the switch to
activate it. Once that is done, hit “Create Category”. It will pop up in your
channel list.



If you head into the permissions section for the category you will see which
permissions the private category option has changed.




As you can see, the United States role has permission to read all text channels
and voice channels, while the @everyone role does not have that permission.

However, what’s a category even for if there are no channels to populate them?
Next, let’s make some channels for our newly made category- starting with a text
channel and a voice channel. Click the + icon next to the category name to do
this.



You do not need to select the private channel option while creating channels
inside a category; by default the permissions of the parent category will also
apply to the channels within it.



Once you’ve set up the channels within the category, open up the settings of one
and take a look at the permissions. As you’ll see at the top of the permissions
list, the channel is synced to the United States category. This means that if
you update the permissions inside the “United States” category, the permissions
in all channels within it will update.



If you manually edit permissions of a channel within a category, it will go out
of sync and you may need to tell Discord to re-sync that channel, in the process
of which any specific changes to that channel will be lost. This is important to
keep in mind since if you have any specific overrides in a channel and you sync
it they will be gone, but also if you make any changes to the parent category
they will not sync to the channel that you have manually altered, which is
something to look out for.

That concludes the set up of the United States category- next we’ll repeat the
same steps as above for the Canada channels by creating a category and setting
the Private Category option to the Canada role.

After that, your channel list should look like the following.



We can validate that the permissions work again by using the “View Server As
Role” feature. This time instead of selecting @everyone, select one of the
region roles.



As you can see, while previewing with the “United States” role we can only see
the United States category. You can change the selected roles to confirm that
each of your region roles can see their respective category.

At this point you are ready to start inviting users! To invite a user, hit the
invite button next to the welcome channel in the channel list.



Make sure to select the checkbox to mark your invite as never expiring if you
plan on posting it online. Otherwise, the invite will expire automatically and
users coming across online posts will not be able to join.



Once you have a link like this you are ready to share it!

‍


ASSIGNING REGION ROLES

When a user joins a server they will be presented with the welcome channel and
information. They cannot see any other categories because they don’t have any
region roles yet.



Users will get in touch via DMs to request region roles (we’ll mention
alternative methods to automate this at the end!).



To grant the user access to the region channels, simply open the server’s member
list in the server settings, search for their name and add the role!



They’ll then immediately have access to the region category for the role you
have assigned them:




CONCLUSION

This article has shown you how to set up a basic region locked server where you
can grant access for specific users to specific categories. Discord’s “Private
Categories” feature makes it simple to grant access to a category for a specific
set of roles and set up the permissions for you.

With that in mind, here are some things to try with your new server:

 * You can add more categories! You may want a Moderators category for other
   moderators to discuss in.
 * You need to make sure Moderators can access all the categories and bypass the
   region lock if you want them to be able to properly moderate these spaces.
   Remember, adding permissions to the category will add it to all of the
   channels within - look at how the region role permissions have been set up
   and copy this for the moderators role!
 * Having to manually assign roles is a laborious task which can be simplified
   with Discord bots. There are many reaction role bots available which allow
   users to add a reaction onto a message and be given a role for it. Try to
   find a reaction role bot that grants users access to your community by simply
   adding a reaction to your message.



August 22, 2023
Contents
Getting StartedCreating a Welcome ChannelCreating Region RolesCreating our
region locked areasAssigning region rolesConclusion



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COMMUNITY RESOURCES


BUILD

Getting Started as a Server Admin & Running Your Server
Setting Up Your Discord Server - How to Get Started
Securing Your Discord Server & Creating a Safe Community
Making a Great Server & Building a Home for Your Community
Community Onboarding: Welcoming New Members
Essential Channels Every Community Server Should Have
Customizing & Branding Your Discord Server
The Discord App Directory
Server Information and Announcement Channels
Basic Channel Setup
Utilizing Role Colors
Channel Categories and Names


ENGAGE

Onboarding New Members & Helping Your Community Find Its Way
Regularly Engaging Your Community
Creating Value with Conversation
Co-Creating with Your Community - Events, Art & Feedback
Turning Your Social Posts into Community Activations
Using Roles to Increase Server Engagement
Hosting Voice Events with Stage & Voice Channels
Getting the Most Out of Stage Channels
Understanding Server Insights


GROW

Welcoming Server Newcomers
Growing and Promoting Your Discord Server
Brand, Optimize and Grow Your Server With Invites
Growing Your Server Community Through Member Referrals
Growing Your Server With Social Media
Growing Your Community Through Server Insights & Analytics
Designing Effective Events to Bring Your Community Together
Growing Your Server Through Community Events
Understanding Event Metrics
Understanding Your Community Through Insights
Bringing Other Communities to Discord
Using Insights to Improve Community Growth and Engagement
Ethical Community Growth
Community Partnerships


MANAGE

The Basics of a Safe, Active Server
Keeping Your Server & Community Safe
Establishing Trust with Social Media Connections and Roles
Identifying and Assigning Server Moderators
Moderation & Community Support to Manage Your Server
Learning More About Your Community


CREATOR PORTAL

BUILD


BASIC CHANNEL SETUP




While managing a Discord server, you will frequently find yourself needing to
create private areas of the server for specific people or for specific purposes.
This is easily achievable on Discord by making use of categories, roles and
permissions.


GETTING STARTED

This article will assume that you’ve read the following guides:

 * Basic Permissions
 * Setting Up Roles

To demonstrate how to utilize these tools, we’re going to build a server focused
around a robotics tournament where our community members gain access to a
region-specific group of channels.

We’ll break this up into a few steps:

 * Creating the welcome channel where users will find information on how to get
   their roles.
 * Create the necessary roles for our region lock.
 * Create the channels for each region.


CREATING A WELCOME CHANNEL

We’re going to need somewhere with information about how users can gain access
to the region locked sections of the server, so we’ll start by making a #welcome
channel. We’ll put some instructions in there for the future so that users in
the server know how to get roles.



Currently, any user can send a message in our welcome channel. Let’s set up the
permissions in the channel so the @everyone role cannot type.



We can check that this has worked using the “View as Role” feature.

Head over to your roles page in the server settings and find the @everyone role,
select “View Server As Role.”



You’ll now notice that the message box has been disabled like we specified.



This is the #welcome channel all set up, we’re ready to move on!


CREATING REGION ROLES

Next up, we need to create some roles to identify users from each region in the
server. Head to the roles section of your server settings.



These roles don’t need to have any permissions for the whole server (like a role
for Moderators would), since they are only used to gate access to the region
categories.

You can optionally assign these roles a color to allow members in specific roles
to stand out in channels, or hoist them in the member list to make it easy to
find users in a group (for example, it’s useful to hoist Moderators so people
know who to get in touch with). We’ll create two roles for the United States and
Canada.



Make sure to save your changes at the bottom of the roles screen, and that’s all
we need for the role setup!


CREATING OUR REGION LOCKED AREAS

Discord provides you with a way to group related channels together into
Categories.



We’ll be creating a category for each region and channels within that. A great
benefit of categories is that you can sync the permissions of the category to
all channels within it, so you don’t need to set up permissions for any other
channels in the same category.

Start by opening up the server menu and clicking the Create Category option.



We’ll be making two categories in this example, one for each region role. We’ll
start out with the United States category, which we’ll associate with the United
States role.

You can automatically set up the permissions for a category so that only a
certain role can access it. To do this, enable the “Private Category” option.
Once you turn this switch on you’ll see a list of roles which you can enable to
grant access to the category.



Find the role that you want to create the category for and flip the switch to
activate it. Once that is done, hit “Create Category”. It will pop up in your
channel list.



If you head into the permissions section for the category you will see which
permissions the private category option has changed.




As you can see, the United States role has permission to read all text channels
and voice channels, while the @everyone role does not have that permission.

However, what’s a category even for if there are no channels to populate them?
Next, let’s make some channels for our newly made category- starting with a text
channel and a voice channel. Click the + icon next to the category name to do
this.



You do not need to select the private channel option while creating channels
inside a category; by default the permissions of the parent category will also
apply to the channels within it.



Once you’ve set up the channels within the category, open up the settings of one
and take a look at the permissions. As you’ll see at the top of the permissions
list, the channel is synced to the United States category. This means that if
you update the permissions inside the “United States” category, the permissions
in all channels within it will update.



If you manually edit permissions of a channel within a category, it will go out
of sync and you may need to tell Discord to re-sync that channel, in the process
of which any specific changes to that channel will be lost. This is important to
keep in mind since if you have any specific overrides in a channel and you sync
it they will be gone, but also if you make any changes to the parent category
they will not sync to the channel that you have manually altered, which is
something to look out for.

That concludes the set up of the United States category- next we’ll repeat the
same steps as above for the Canada channels by creating a category and setting
the Private Category option to the Canada role.

After that, your channel list should look like the following.



We can validate that the permissions work again by using the “View Server As
Role” feature. This time instead of selecting @everyone, select one of the
region roles.



As you can see, while previewing with the “United States” role we can only see
the United States category. You can change the selected roles to confirm that
each of your region roles can see their respective category.

At this point you are ready to start inviting users! To invite a user, hit the
invite button next to the welcome channel in the channel list.



Make sure to select the checkbox to mark your invite as never expiring if you
plan on posting it online. Otherwise, the invite will expire automatically and
users coming across online posts will not be able to join.



Once you have a link like this you are ready to share it!


ASSIGNING REGION ROLES

When a user joins a server they will be presented with the welcome channel and
information. They cannot see any other categories because they don’t have any
region roles yet.



Users will get in touch via DMs to request region roles (we’ll mention
alternative methods to automate this at the end!).



To grant the user access to the region channels, simply open the server’s member
list in the server settings, search for their name and add the role!



They’ll then immediately have access to the region category for the role you
have assigned them:




CONCLUSION

This article has shown you how to set up a basic region locked server where you
can grant access for specific users to specific categories. Discord’s “Private
Categories” feature makes it simple to grant access to a category for a specific
set of roles and set up the permissions for you.

With that in mind, here are some things to try with your new server:

 * You can add more categories! You may want a Moderators category for other
   moderators to discuss in.
 * You need to make sure Moderators can access all the categories and bypass the
   region lock if you want them to be able to properly moderate these spaces.
   Remember, adding permissions to the category will add it to all of the
   channels within - look at how the region role permissions have been set up
   and copy this for the moderators role!
 * Having to manually assign roles is a laborious task which can be simplified
   with Discord bots. There are many reaction role bots available which allow
   users to add a reaction onto a message and be given a role for it. Try to
   find a reaction role bot that grants users access to your community by simply
   adding a reaction to your message.

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