# Discord bot setup

URL: https://conncord.com/docs/discord-setup

Last updated: 2026-10-14

The permissions the Conncord Discord bot needs, how to fix role order and private channels, and how to read the Server check.

The Conncord bot posts your workflow messages, assigns and removes roles, adds members who join through your invite link, and syncs forum posts to tickets. It asks only for the permissions those features need, and never for Administrator.

## Add the bot to your server

In your [Conncord dashboard](https://conncord.com/app), open **Connect Discord** and click **Connect Discord**. Pick your server, click **Continue**, then **Authorize**. You need the **Manage Server** permission in that server.

## Permissions the bot asks for

| Permission | What Conncord uses it for |
| :-- | :-- |
| View Channel, Send Messages, Embed Links | Post workflow messages and welcome messages in your channels |
| Manage Roles | Assign and remove roles from workflows |
| Create Instant Invite | Add members who join through your invite link or Layover |
| Read Message History | Read the first message of a forum post to use as the ticket description |
| Manage Threads | Update forum post tags when a ticket changes stage |
| Send Messages in Threads | Reply in ticket threads with the Register prompt |

If a permission is missing, the Server check lists it. Click **Reconnect Discord** to grant it again.

## The Server check

Open **Connect Discord** in your dashboard to see the **Server check**. It shows what Conncord can do in your server, and what needs a fix. Click **How to fix** next to an item for steps, and **Check again** after you change something in Discord.

![The Server check in the Conncord dashboard](https://conncord.com/docs/dashboard/server-check.png)

Missing permissions block setup. Role order and private channels don't: fix them only for the roles and channels you want Conncord to use.

## Let Conncord assign a role

Discord only lets a bot change roles that sit **below** its own role in the server's role list. Discord puts a new bot's role near the bottom, so at first Conncord often can't assign anything.

In Discord, open **Server Settings → Roles** and drag the **Conncord** role above every role you want your workflows to assign or remove.

![Drag the Conncord role above the roles you want it to manage](https://conncord.com/setup/discord-role-order.webp)

A few roles can never be assigned by any bot: `@everyone`, and roles managed by Discord or another app (bot roles, the Server Booster role). Roles Conncord can't assign are hidden from the role pickers in HubSpot and Attio.

## Give Conncord access to a private channel

Conncord can only use channels it can see. To add it to a private channel or forum, open the channel's settings in Discord, go to **Permissions → Add members or roles**, select **Conncord** and click **Done**.

![Add the Conncord role to a private channel](https://conncord.com/setup/discord-channel-access.png)

For [Ticket Sync](https://conncord.com/docs/hubspot/ticket-sync) forums, Conncord also needs **Send Messages in Threads**, **Manage Threads** and **Read Message History** in that forum.

Channels Conncord can't post in are hidden from the channel pickers in HubSpot and Attio, so if a channel is missing there, check here first.