[Level 2 Contributors] How to create a new Discord category

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This guide is for level 2 contributors who would like to create a new discord category, including the appropriate permissions and how to gate access to these categories. You MUST HAVE 2FA ENABLED to use these privileges.

 

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In an attempt to reduce Discord clutter for new members, many of our server's categories are gated behind having a particular role. For example, with a Guest Pass, I would only be able to see each category's Start-Here channel and not the rest. Similarly, each new category created must also follow a similar gating mechanism. We will explore this later in the guide.

 

Read more here.

When do I create a new category?

In 99% of cases, you will create a new category to better coordinate your project. Please only create a new category if:

1. Your project has been funded by the Grants Committee at any point in time

2. You need the extra coordination features and cannot operate in a single channel with threads anymore

How to create a new category

1. Scroll to the bottom of Discord where the rest of the project categories are. Right click in the empty space between two categories and click Create Category

2. Title your category ┌─ [EMOJI] [PROJECT NAME] ─┐ with the brackets on either side. Please select an emoji for your project. This will be used later in selecting the role that lets you see the remaining channels in that category. 🚨 Enable this category as a private category. You can skip the next windows asking you to select roles.

Create a role for your category

1. Once you've created this private category, we can now create a new role that lets us view the category. Please refer to this guide:
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   [L2 Contributors] How to create a Role in Discord
   . For this tutorial, I created a Test Project Role role that we will use later.

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If you would like this role to be included in the #role-select category, please ask in #discord-workstream.

Set your category permissions

1. Go back to your project category and right-click the category. Then select Edit Category and navigate to Permissions.

2. Click Add members or roles and include:
Level 2 (Contributor)

Level 4

Guest Pass

Level 3

DAOplomat

Level 1

Firehose

🚨 YOUR NEWLY CREATED ROLE (In this case, Test Project Role)

3. We'll start by setting up permissions for the Test Project Role, Mad Hatter (DEGEN Family) , and DEGEN (DEGEN Family). Both of these roles have the same permissions in that they let you view the category. Make sure the following permissions are ON ✅
View Channels

Connect

All other permissions can be toggled as neutral

4. The next role is Firehose which only has the View Channels permission. Make sure the following permissions are ON ✅:
View Channels

5. The next class of roles is First Quest Welcome. This is also easy. We just want to turn the View Channels and Connect permission off.

6. The next set of roles includes Level 1, DAOplomat, Level 3, Level 4, and Guest Pass. These roles allow members to actually participate in text and voice channels. The previous roles steps allowed members to see channels. The roles in step allow them to participate. Make sure the following permissions are ON ✅ (These follow the same permissions in the
   🥘

   [L2 Contributors] How to create a Role in Discord
   guide.)
Send Messages
Send Messages in Threads
Create Public Threads
Create Private Threads
Embed Links
Attach Files
Add Reactions
Use External Emojis
Use External Stickers
Read Message History
Use Application Commands
Connect
Speak
Video
Start Activities
Use Voice Activity
Request to Speak

7. The last two roles are Level 2 (Contributor) and DEGEN. These roles have specific permissions that let them manage the Discord channels. Make sure the following permissions are ON ✅
View Channels (⚠️ ONLY one for DEGEN. Do not select for Level 2 (Contributor).)
Manage Channels
Manage Roles
Manage Emojis and Stickers
Create Invite
Send Messages
Send Messages in Threads
Create Public Threads
Create Private Threads
Embed Links
Attach Files
Add Reactions
Use External Emojis
Use External Stickers
Manage Messages
Manage Threads
Read Message History
Use Application Commands
Connect
Speak
Video
Start Activities
Use Voice Activity
Mute Members
Deafen Members
Move Members
Manage Events
Request to Speak

Create Category Channels

1. Now that you have set category-wide permissions, we can create category channels that will follow these new rules. Click the + icon next to your category to create a new channel.

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As per this proposal, project categories are limited to five channels in order to keep the total number of channels under the 500 limit. Projects are allowed up to 5 channels. Of those five, only one is required (Start Here). The rest can be up to your team, though we suggest including a general channel and voice channel (voice counts as a channel.) For all other needs, we suggest using threads:

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[Discord] How to create a Discord Channel thread

1. Create three channels:
test-project-start-here ⚠️ Required channel

test-project-general ⚠️ Suggested channel, no required

test project voice (voice channel) ⚠️ Suggested channel, no required

Keep these channels as public as they will automatically sync with the category permissions we set earlier.

2. Right now, the entire category is gated behind having Test Project Role or Firehose. But we do want to let anyone see the test-project-start-here channel. So we will have to modify the channel permissions just for that channel. To do so, right-click the test-project-start-here and edit the permissions. Here, we want to slightly modify the permissions for Level 1, Level 2, Level 3, Level 4, and Guest Pass and turn on the view channel. This change will unsync the start-here channel with the category and is the only channel we will do this for.

3. Finally, in the test-project-start-here channel, include any information to help people contribute to the project. One important step is to set up a reaction role that will let people select the Test Project Role and view the rest of the channels in that category. You can follow the instructions here to create this reaction role (Under Create carl-bot reaction role)

 

Guide created by @frogmonkee#6855