Onboarding, verification, and self roles

Before you begin

Use an OWNER or ADMIN account in the correct workspace with active Community & Discord access and a connected server. Open Discord > Messages to prepare the matching Welcome, Verification, Role Panel, Rules, FAQ or Official Links templates. The bot needs access to the destination channels and Manage Roles for role grants; assignable roles must be safe, non-managed roles below the bot's highest role.

Set up panel-based member verification

1. Open Discord > Onboarding and expand Verification.
2. Enable it, choose Verification channel and Verification message, and select the Verified role.
3. Set Minimum account age (days). Click Save onboarding to keep the configuration.
4. Click Post verification panel to post the member-facing Verify button. This action also saves the current onboarding configuration.
5. Members click Verify on the posted panel, enter the displayed six-digit challenge through its keypad and submit. On success, the bot grants the configured role.
6. If a challenge expires or the attempt limit is reached, the member clicks Verify on the panel again to start a new challenge. They do not run a manual /verify slash command.

Changing saved verification settings does not edit an existing panel message. Use Update existing panel to refresh the stored Discord message, or Post new panel to send another message in the selected channel. Posting a new panel leaves the previous message in place. Failed updates never post a replacement automatically. Account-age, challenge ownership, expiry, attempt and Guard quarantine checks remain in force.

This onboarding challenge is separate from NFT/token/wallet verification. Use the Community Verification Guide for ownership-based Verify Roles.

Configure welcome messages and autoroles

1. In Welcome messages, enable the feature and choose Welcome channel and Welcome message. Save onboarding; the message is used for subsequent joins rather than sent as a historical backfill.
2. In Autoroles, enable the feature, select a safe role and click Add autorole. Save onboarding to keep the enabled setting. Remove unwanted rules with their remove control.
3. Check the bot's hierarchy before inviting members. Quarantined or Guard-failed joins skip normal onboarding autoroles.

Create a button or dropdown Self-Role Panel

1. Save a Role Panel template in Messages, then return to Onboarding > Self-role panels.
2. Expand Create role panel. Enter Panel name, choose Role panel message and choose Control type: Buttons or Dropdown.
3. Select each role with Add role. Use the up/down controls to set its order.
4. Edit each role's Label and optional Emoji. For buttons, choose Display and one of Primary, Secondary, Success or Danger. Emoji only requires a valid emoji. For dropdowns, add an optional Description; button style/display controls do not apply.
5. Review the per-option preview and click Create role panel. This saves configuration without sending a Discord message or changing member roles.
6. On the saved panel card, select the channel and click Post. The bot records the message/channel identity.
7. Members use a button to toggle its role or a dropdown to select roles. Clearing an allowed dropdown selection removes deselected roles that were presented by that panel. Role-safety, access and quarantine checks apply when controls are used.

Edit or update an existing Self-Role Panel

1. Click the saved panel card or its name. Edit its template, roles, order, labels, emojis, descriptions or button appearance in the same editor.
2. Click Save panel. Retained roles keep their option IDs, and saving does not alter members' existing role memberships.
3. Click Update Discord Message to apply the saved configuration to the tracked Discord message. It edits that message; it does not post a replacement or move the panel to another channel.
4. If the message is missing or inaccessible, correct access or ask an administrator for help. An update failure does not automatically publish another panel.

Recover an uncertain Self-Role publication

If Discord may have posted a new panel but its message ID was not saved, the card shows a pending publication and blocks another Post. Enter the existing message ID and choose Recover Message. CollabOS verifies the stored channel, bot author and controls for this panel before associating it.

Use Reset pending publication only after verifying no message exists and that the original sender/request is no longer active. The confirmation explains that waiting alone does not prove a Discord request has finished and that a mistaken reset can create a duplicate. Reset sends nothing; it permits a later explicit Post. Definitive send rejections allow an ordinary retry after the cause is fixed.

Publish rules, FAQ and official links

In Rules, FAQ & official links, select the correctly typed saved template and Deploy channel, then click Post. These actions post messages; saving a template or onboarding settings alone does not update old copies. The matching /setup-rules, /setup-faq and /setup-official-links commands can reuse saved templates when optional template/message inputs are omitted.

Troubleshooting

If a role is unavailable or assignment fails, check the bot's role position, managed/privileged-role restrictions and Guard quarantine. If a template is absent, check its type and workspace. A dropdown from an outdated or unrelated message is rejected; use the currently tracked panel. Clear invalid emojis or use a supported Unicode/custom format, and verify custom emoji availability in Discord.

Command reference

/setup-welcome configures welcome copy and its channel. /setup-verify configures and posts onboarding verification. /setup-autorole add, remove and list manage autorole rules. /setup-roles accepts a saved panel and channel; an already tracked panel is updated in its stored channel. /setup-rules, /setup-faq and /setup-official-links post their respective saved or quick messages. These setup commands require authorized staff; they are not general member commands.