Quick Start Guide
Get RoleLogic running on your server and create your first automatic role rule. This guide takes about 5 minutes.
Prerequisites
Before you begin, make sure you have:
- Administrator permission on your Discord server (or "Manage Roles" permission at minimum)
- A web browser (Chrome, Firefox, Safari, Edge, etc.)
Step 1: Invite RoleLogic to Your Server
- Visit the RoleLogic website
- Click the "Get Started Free" or "Add to Discord" button
- Discord will ask you to choose a server—select the server you want to automate
- Review the permissions and click "Authorize"
RoleLogic only needs the "Manage Roles" permission. This allows it to add and remove roles from members. It cannot read your messages, access DMs, or see any other private information.
Step 2: Access the Dashboard
- Go to the RoleLogic Dashboard
- Click "Login with Discord"
- Authorize the dashboard to see your servers
- You'll see a list of servers where you have admin permissions
Step 3: Select Your Server
Find the server you just added RoleLogic to and click "Manage Server".
If you don't see your server:
- Make sure you have Administrator or Manage Roles permission
- Try refreshing the page
- Ensure RoleLogic has been invited to that server
Step 4: Set Up Role Hierarchy (Important!)
Before creating rules, you need to position RoleLogic's role correctly in your server settings.
Why This Matters
Discord has a security feature: bots can only manage roles that are lower than their own highest role. If RoleLogic's role is at the bottom, it won't be able to assign any roles above it.
How to Fix This
- Open your Discord server
- Go to Server Settings → Roles
- Find the "RoleLogic" role (created when you invited the bot)
- Drag it above all the roles you want RoleLogic to manage
- Save your changes
If you skip this step, RoleLogic will show an error saying it can't manage certain roles. You can always fix this later by adjusting the role hierarchy.
Step 5: Create Your First Rule
Now for the fun part—let's create an automatic role rule!
Open the Rule Editor
- In the dashboard, click "Add New Rule"
- You'll see a form with two main sections: IF (conditions) and THEN (actions)
Set Up the Condition (IF)
Let's create a simple rule: automatically remove the "Unverified" role when someone gets the "Member" role.
- In the IF section, select "Has Some Roles" from the dropdown
- Click the role selector and choose "Member"
- This means: "If a user has the Member role..."
Set Up the Action (THEN)
- In the THEN section, select "Remove Roles" from the dropdown
- Click the role selector and choose "Unverified"
- This means: "...then remove the Unverified role"
Add a Description (Optional)
Give your rule a name like "Remove Unverified when Member assigned" so you remember what it does later.
Save Your Rule
Click the "Save Changes" button. Your rule is now live!
Step 6: Test Your Rule (Recommended)
Before relying on your rule, test it in the sandbox:
- Click the "Test" tab or button in the rule editor
- Select the roles you want to simulate a member having
- Click "Run Test"
- See exactly what roles would be added or removed
This lets you verify your rule works correctly without affecting real members.
Step 7: Watch It Work!
Your rule is now active. Here's what happens:
- For existing members: RoleLogic scans everyone and applies the rule immediately
- For future members: Whenever someone's roles change, RoleLogic checks if your rule applies
You can monitor activity in the Activity Log section of your dashboard.
Congratulations!
You've just automated your first role management task! Here's what to explore next:
Learn More
- Understanding Rules — Master the rule system
- Condition Types — Discover all the ways to match members
- Common Scenarios — Get inspiration from popular setups
Advanced Features
- Cross-Server Rules — Manage roles across multiple servers
- Webhooks & Logging — Get notifications for every role change
- Testing Sandbox — Test complex rules safely
Get Help
- Troubleshooting Guide — Fix common issues
- FAQ — Answers to frequent questions
- Support — Contact our team