Onboarding is the short wizard you run the first time you add Clarify to a server. It gets you from an empty server to a working ticket setup in four steps — add the bot to your server, choose how much you want set up for you, connect your channels and roles, and you are done. Everything you choose here is a starting point you can change later.
The four steps
Server Selection
Click Choose your server!. Discord's authorisation window opens: pick the server, grant the bot the requested permissions and confirm. Clarify needs administrator rights on that server. A server that is already set up cannot be added twice — remove it from its settings first.
Setup Mode
Choose how much Clarify sets up for you:
- Preset (recommended) — "Select from presets featuring production-ready configurations." Clarify creates forum channels with categories, a channel category and support roles for a common type of server. Nothing is locked in — rename, remove or add anything afterwards.
- Manual — "Already familiar with Clarify? Set up your existing channels and categories here." Connect the forums, category and roles you already have.
| Preset | Creates |
|---|---|
| Gameserver | Game-community forums and categories, roles Admin, Game Master, Support Team |
| Community | General community forums and categories, roles Moderator, Community Helper, Administrator |
| Shop | Order and support forums, roles Admin, Support Team, Sales Support |
| Event | A support forum pair (General Support · Feedback · Other / Unresolved · Technical Issue), roles Support Team, Moderator, Administrator |
Every preset also creates a Muted role as the blacklist role. Choosing a preset finishes the setup — there is no further form.
Configuration (manual setup)
Four short sub-steps; the first two are required.
Save Configuration creates the server in Clarify.
Completion
Clarify applies the setup and shows Navigate to Dashboard! when it is done. If something failed, the screen offers Back to configuration and Retry setup.
After onboarding
- New servers start in DM Tickets delivery mode with mirroring on — change it under General settings.
- Post a creation panel into a channel with
/generate-creation— see Panels. - Refine the categories the preset or your forums brought along under Categories.
Roles & permissions
How Clarify decides who on your team can handle tickets in Discord, who can change settings on the dashboard, and who is blocked from opening tickets.
General settings
Choose where tickets live for your customers, whether your team works in a mirrored forum, set your timezone and formats, review your plan, and find the Danger Zone.