Detailed technical guide for installing & configuring the Helio bot in your Discord server
Before proceeding, please turn on developer mode for Discord. This will allow you to see all the server, role and user IDs required to setup the Discord bot:
- 1.Open up the Discord app
- 2.Click on the settings cog in the bottom left corner
- 3.Go to Appearance -> all the way at the bottom
- 4.Toggle "Developer Mode" on
- 5.Exit user settings
The Helio Discord bot is typically used to manage user access & subscriptions to premium channels.
Add the required channels and roles first. In this example, we've created a new channel called "premium" which is a private channel with the padlock icon below the "general" channel.
Premium private channel
Setup a new role, or use an existing role if preferred. Navigate to the Discord side nav and then select "Server Settings" --> "Roles" to see your roles or an option to add a new one if you don't have any.
We created a role called "Helio access" in this example:
Copy the Role ID
Select the three dots for more options and copy and save the role ID for later configuration in the Helio dashboard. It will look similar to this: 993832483479093666
Now we need the server ID. Go back to the main Discord page and right click on your Discord Server name and then click "Copy ID". Save the server ID which will look similar to this: 993790854730874999
Copy the Discord server ID
Discord section in Settings
Hit "Authenticate" to allow the Helio bot to be installed via Discord. This authentication will use your Discord administrator credentials in your default browser to approve the installation of the bot for the required server as follows:
Select the server
Authorise the bot
Complete the captcha
Enter the Server ID and the Role ID and click SAVE SETTINGS
Great! That's everything configured on the Helio side to get everything linked. Now let's head back to the Discord server and finish off the last remaining tasks.
Return to "Server Settings" then "Roles" and you should now see the "Helio" role appear:
Check to see if "Helio" is on the roles
Select "Helio" to see the following. This is the bot role and should NOT be changed. Note that you can remove the bot in "Server Settings" --> "Integrations" if required.
Helio Bot Information
Move Helio above the role you require the bot to change
Ok, we're ready to create a Helio Pay Link to charge and gate access for your premium role.
Log-in to the Helio dashboard and hit CREATE PAYMENT. Choose a Pay Link to enable access to your premium channel with a 1-time payment, or Pay Stream to enable access based on a recurring payment, e.g. a monthly subscription payment. Configure your Payment details, Pricing options and select the Discord setting in Advanced options as follows:
Enable customer details, tick Discord username, tick Assign Discord role
This associates the Discord configuration settings with this payment. Hit CREATE and that's it. All done!
Once the payment is completed, the relevant role ID will be assigned. In our case they will be added to the "Helio Access" role where the premium content is located.
Test with a pay link to see it working!
If we check back in Discord, we notice my user has been assigned the "Helio Access" role instantly.
If you run into any problems please jump into our Discord server to create a support ticket.