Integrations

Discord Role Assignment

Automatically assign roles when applications are accepted

4 min read

Automatically assign Discord roles when applications are accepted. Streamline your onboarding by granting permissions the moment someone joins your team.

How Role Assignment Works

When configured, Guildbase automatically assigns specified Discord roles to applicants when their application reaches an "Accepted" stage. This eliminates manual role management and ensures new members get access immediately.

Instant Access

Roles assigned immediately upon acceptance

Multiple Roles

Assign several roles at once

Template-Specific

Different roles for different templates

Role Removal

Optionally remove roles on rejection

Prerequisites

Before setting up role assignment:

  • Connect your Discord server in Integrations
  • Ensure the Guildbase bot has "Manage Roles" permission
  • The bot's role must be higher than roles it will assign
  • Applicants must have linked their Discord account

Role Hierarchy

Discord requires the bot's role to be positioned above any roles it assigns. Check your server's role list and drag the Guildbase bot role higher if needed.

Setting Up Role Assignment

Method 1: Template Settings

  1. Open your template in the editor
  2. Go to the Integrations tab
  3. Find Discord Role Assignment
  4. Click Add Role
  5. Select the role(s) to assign
  6. Save your template

Screenshot: Role assignment configuration

Method 2: Workflow Actions

For more control, use workflow automated actions:

  1. Go to your workflow settings
  2. Edit your "Accepted" stage
  3. Add an automated action
  4. Select Assign Discord Role
  5. Choose the role(s)
  6. Save the workflow

Pro Tip

Using workflow actions gives you more flexibility. You can assign different roles at different stages, not just on final acceptance.

Role Assignment Options

Option Description
Assign on Accept Add roles when application is accepted
Remove on Reject Remove roles if application is rejected
Replace Existing Remove other roles when assigning new ones
Notify User Send DM when roles are assigned

Conditional Role Assignment

Assign different roles based on application responses. For example, assign "EU Team" or "NA Team" based on which region the applicant selected.

  1. In workflow actions, add a role assignment
  2. Click Add Condition
  3. Select the field to check
  4. Set the condition (equals, contains, etc.)
  5. Choose the role for that condition

Troubleshooting

Roles Not Being Assigned

Check that the bot has "Manage Roles" permission and its role is positioned above the roles you're trying to assign.

User Not in Server

Roles can only be assigned to users who are members of your Discord server. Require server membership in template requirements.

Discord Not Linked

If the applicant hasn't linked their Discord account, role assignment will fail. Enable Discord verification in requirements.

Role Shows "Cannot Assign"

This role is above the bot's role in Discord's hierarchy. Move the Guildbase bot role higher in your server settings.

Best Practices

  • Test with a test role first — Create a harmless test role to verify assignment works
  • Use template requirements — Require Discord verification so you know roles can be assigned
  • Keep role hierarchy in mind — Position the bot role appropriately
  • Document your setup — Note which templates assign which roles for your team

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