Initial Setup
A step-by-step walkthrough of the 8-step Arkanis setup wizard. Covers every screen: preset, bot health check, features, foundation, enforcement, support inbox, identity, and apply.
Open Setup Wizard →
The wizard walks through 8 steps. Steps 5–7 only appear if their feature group is enabled. Smart defaults, skippable optional items, auto-saves as you go. Feature panels are locked until you finish.
What is this?
A screen-by-screen walkthrough of the 8-step setup wizard. Covers what each step asks for, what the defaults mean, which steps you can skip, and what Apply actually does to your server when you finish. Read it once before running the wizard if you want to know what every choice changes, or come back here when you hit a step you're not sure about.
Why you might want it
The wizard's defaults are good for most servers, but a few decisions matter: the auto-grant role choice, the enforcement preset, and whether to gate access on identity verification. This page explains each of them in one place so you don't accidentally lock your admins out or pick a strictness level your community can't live with.
What this is for
The 8-step wizard that turns a freshly-invited Arkanis bot into a configured moderation platform: log channel, staff role, auto-grant, enforcement preset, support inbox, identity providers, and the panels that follow.
Before you start
- ·You are the Discord guild owner (the wizard is owner-gated).
- ·Arkanis is invited to the guild with Manage Channels, Manage Roles, Send Messages, Embed Links, and Read Message History.
- ·The Arkanis bot role sits above any role you want it to manage. Move it up in Server Settings → Roles if needed.
- ·You have a rough idea which feature groups you want on (AutoMod, Cases, Enforcement, Players, Moderation). You can adjust later.
5-minute setup
- 1Open the dashboard for your guild. The wizard launches automatically; if not, click Setup Wizard in the sidebar.
- 2Step 1 (Preset): pick the closest match to your community type, or "Start from scratch".
- 3Step 2 (Bot Health): the wizard checks Discord permissions. If anything is missing, click "Re-invite bot" and continue.
- 4Steps 3 to 7: page through Features, Foundation, Enforcement, Support Inbox, Identity. Defaults are safe; tweak only what matters to you.
- 5Step 8 (Apply): review the summary, click Apply. Arkanis creates channels and roles, writes settings, and unlocks all panels.
- 6Confirm a starter post appeared in the log channel and the panels are no longer locked. You're live.
Common failure modes
- "Bot lacks Manage Channels" or "Manage Roles" on ApplyRe-run the Bot Health Check in Step 2 and click Re-invite bot. After re-invite, verify the bot's role sits above any role you want it to grant or revoke.
- Apply hangs or fails midway with "rate limit"Discord rate-limits bulk channel and role creation. The wizard is idempotent; click Apply again and it will resume where it left off without duplicating channels.
- Admins are locked out of staff features after setupAuto-grant landed on a role your admins don't hold. Open Settings → Roles & Permissions and toggle Auto-grant on the role your admins actually have, or see Auto-Grant.
Before You Start
A quick check to avoid friction:
- You need to be the server owner or have an assigned admin role.
- Arkanis must be invited to the server (Adding the Bot).
- The bot needs Manage Channels, Manage Roles, Send Messages, Embed Links, and Read Message History. Step 2 will verify this for you.
- Decide roughly which features you want — you can change your mind anytime.
Step 1: Choose a Preset
The first screen shows server-type presets plus a “Start from scratch” card:
- Gaming Community — Players, Enforcement, Cases, Moderation, AutoMod
- General Community — Cases, Moderation, AutoMod
- Roleplay — Players, Moderation, Cases
- Staff Team — Cases, Moderation, AutoMod
- Content Creator — Moderation, AutoMod
- Start from scratch — no features pre-selected
Each preset is a starting template, not a lock-in — the next step lets you toggle individual features freely.
Step 2: Bot Health Check
Pre-flight check that the bot has the Discord permissions it needs before we touch your server. The wizard ticks each permission off:
- Required: Manage Channels, Manage Roles, Send Messages, Embed Links, Read Message History.
- Recommended: View Audit Log (richer event log), Moderate Members (timeouts).
If anything required is missing, the wizard shows a one-click Re-invite bot button that merges in the standard permission set without removing what you've configured. You can Skip — I'll fix this later, but Apply will fail at the end if the bot still lacks a required permission.
Step 3: Features
Each feature group is a toggle. The preset you chose in Step 1 pre-fills these, but everything is adjustable. Steps 5, 6, and 7 only render if their feature is on.
Bulk actions
Enable all (free)— turns on every free feature.Enable all (free + Pro)— same plus Pro-gated features. Locked icon shown if you're not on Pro; clicking opens the upgrade page.Disable all— clears every toggle.Reset to preset— restores the Step 1 preset selection.
Per-group sub-features
Each group with sub-features (e.g. AutoMod rule types) has an Enable all sub-features link to flip them on at once.
Step 4: Foundation
Arkanis needs a place to log events and a staff role to gate moderator actions. Based on the features you picked in Step 3, you may also be asked to configure an announcement channel. The Foundation step also makes the auto-grant decision (see below) — the most consequential single choice in the wizard.
For each item you have three options:
Arkanis creates the channel or role for you. You can rename it inline before it's created.
Pick from a dropdown of your server's channels or roles. Arkanis highlights likely matches with an amber banner above the picker.
Defer this item. Optional items can be skipped entirely; you can come back to them in Settings later.
Log Channel
The single channel where Arkanis writes moderation events, case activity, identity links, and system alerts. Required.
Recommendation: create a new #arkanis-log channel that's only visible to staff. The wizard applies the right permission overwrites automatically (deny @everyone view, allow staff role read).
Staff Role
The Discord role used to gate staff-facing actions and to grant access to staff-only channels (log, transcripts, staff-notes). Required if you enable Cases or Enforcement.
If you already have @Moderator or @Staff, point at it. Otherwise let the wizard create @Arkanis Staff and assign it to your moderators after Apply. The picker has an info icon listing exactly what staff can and can't do, so you're not handing out permissions blindly.
Auto-Grant
Auto-grant marks a role as “fully authorized.” Anyone holding it bypasses every Arkanis capability check — treated as if they had every permission the bot can grant. This is the wizard's default for the server's highest non-managed role so admins aren't locked out the moment setup completes.
You pick one of three:
- Highest role (default) — the top non-managed role in your role list (typically Admin/Owner) gets auto-grant. Recommended for almost everyone.
- Staff role — the role you picked above. Use this only if your staff role is small and trusted with everything; otherwise prefer the default.
- None — no role gets auto-grant. The server owner is still covered by a hardcoded shortcut, but every other admin will need explicit capability grants from the permissions panel before they can use staff features. Wizard shows a warning.
You can change this any time from Roles & Permissions → toggle Auto-grant on the role row.
Announcement Channel
Optional. Where the /announce and /say commands post by default. Only requested if Moderation is enabled in Step 3.
Skipping is fine — you can pass a channel explicitly to the commands instead, or set it later in Settings.
Step 5: Enforcement
Conditional — only shown if Enforcement is enabled. Pick a strike preset and a rules preset, then decide whether users can appeal. A live strike-ladder preview updates as you change settings — you see exactly what'll happen at each threshold before applying.
Enforcement Preset
Controls strike point values and expiry:
- Lenient — minor strikes worth 1pt, expire in 30 days
- Balanced — minor 1pt / major 2pt, expire in 90 days (recommended default)
- Strict — all strikes 2pt, expire in 180 days
- Custom — set your own values in
/dashboard/{guildId}/enforcement-ruleslater
Rules Preset
Controls what auto-actions trigger at strike thresholds. Free tier gets a fixed auto-ban threshold; Pro lets you pick:
- Simple — auto-ban at N points, no intermediate steps
- Escalating — warn → mute → kick → ban at increasing thresholds
- DM-first — notify players before each action escalates
Appeals
Toggle: Allow users to appeal strikes and bans. When on, the wizard:
- Adds an appeal-flagged button to the starter case panel.
- Auto-creates a
staff-noteschannel in your Support Inbox category for staff to deliberate on appeals (per-server, not per-case).
When users submit appeals, staff review them in a private case channel with three decision buttons: Approve (auto-unbans), Reject, or Pending. See Appeals for the full workflow.
Step 6: Support Inbox
Conditional — only shown if Cases is enabled. The wizard creates a real Discord category named Support Inbox (or whatever you choose) that houses everything case-related: the panel post channel, the transcript channel, the optional staff-notes channel, and every open case channel.
See Support Inbox for the category structure and permission overwrites in detail.
Transcripts
When a case closes, Arkanis posts a saved transcript (HTML/text) to a transcripts channel inside the Support Inbox category. The wizard creates this channel as staff-only — @everyone view denied, staff role allowed read-only.
Required if Cases is enabled. You can rename it inline before creation.
Staff Notes
A staff-only channel inside the Support Inbox category, auto-created when Appeals is on in Step 5. It's a single per-server channel where staff discuss appeals and case decisions privately — not a per-case channel.
Permissions: @everyone view denied, staff role allowed read & write.
Modmail
Pro-gated toggle. Lets users DM the bot to open a case channel without clicking a panel button. The bot relays both directions.
Off by default. Turning it on adds the modmail handler; the case it creates lives in the Support Inbox category like any other case.
Step 7: Identity
Conditional — only shown if Players is enabled. Configure how members link their game accounts and (optionally) gate access on verification.
Identity Providers
Toggle any combination of providers members can use to link an account. All providers are free:
- Steam — Steam OpenID (no API key needed)
- Xbox / Microsoft — Xbox Live OAuth via Microsoft account
- Alderon Games — manual-entry ID for Alderon servers
Verification Gate
Toggle: require members to link at least one identity before they can access the rest of the server. When on, the wizard renders the verified/unverified role pickers below; when off, they stay hidden so you don't end up with leftover roles.
If on, the gate also unlocks the OAuth-only sub-toggle (rejects manual ID entry; produces a stronger verification badge).
Verified Role
Only shown when the verification gate is on. The role granted to a member as soon as they link an identity. Use this to gate access to the rest of your server (channels visible to @Verified only).
Create new or pick existing.
Unverified Role
Only shown when the verification gate is on. The role assigned to new members until they link. Useful for restricting their view to a single landing channel.
Optional — many servers gate by lack of @Verified instead and skip this.
Member Portal
Toggle. Lets community members view their own linked IDs, strikes, cases, and appeals from a dedicated page. No staff permissions needed.
Off by default; enable if you want to reduce support workload. See Member Portal.
Step 8: Apply & Review
The final screen summarizes every choice in a checklist and runs the actual apply. This is where Arkanis:
- Creates any Create new channels and roles, with the right permission overwrites.
- Builds the Support Inbox category if Cases was enabled.
- Writes the log channel, staff role, and auto-grant choice to server settings.
- Stores identity provider config, verification settings, and the Member Portal toggle.
- Writes the enforcement strike preset and rules preset.
- Enables the features you selected.
- Optionally posts a starter case panel in your panel channel.
- Marks setup as complete, unlocking all dashboard panels.
Apply typically takes 5–15 seconds. If any step fails (e.g. bot lacks permissions), the wizard shows a clear error and highlights which item blocked it — the rest still applies. Fix the blocker and re-run Apply.
After Completion
The wizard redirects to a completion screen with:
- A “What to try next” card with quick links to test the features you enabled
- A starter case panel checkbox (creates a Simple Support panel in your cases channel)
- Links to configure staff roles and permissions in depth
- An Open Dashboard CTA to jump in with all panels now unlocked
From there, see the Dashboard Overview for a full tour.
Re-running Setup
You can re-run the wizard anytime. It pre-fills every field with your current settings, so you're making changes rather than starting from scratch:
- From the dashboard — Settings panel → Run Setup Wizard
- Directly — navigate to
/dashboard/{guildId}/setup
Troubleshooting
Discord permissions issue. Re-run the Bot Health Check (Step 2) and use the Re-invite bot button. Make sure the Arkanis bot role sits above any role it needs to manage.
You may have stale browser state. Sign out, clear cache for the dashboard domain, and sign back in. If it persists, contact support.
Steps 5–7 are conditional. Identity needs Players on, Enforcement needs Enforcement on, Support Inbox needs Cases on. Go back to Step 3 (Features) and toggle the relevant group.
The escalating and DM-first rules presets are Pro. Free tier uses a fixed simple-auto-ban preset. Upgrade to unlock the others.
Refresh the dashboard. The gate layer checks setup_completed_at on initial load — a hard refresh re-fetches the guild state and clears the gate.
Auto-grant probably ended up on a different role than expected. Open Roles & Permissions and toggle auto-grant on your admin role — or read the Auto-Grant doc.