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Discord bot

Assign Discord roles with Helio payments
Use the Helio Discord bot to assign specific roles/memberships to your Discord members with Helio payments (i.e. receive payment --> assign role).

Enable Developer Mode

Before proceeding, please enable developer mode for Discord. This will allow you to see the server, role and user IDs required to setup the Discord bot:
  1. 1.
    Open up the Discord app
  2. 2.
    Click on the settings cog in the bottom left corner
  3. 3.
    Go to Appearance -> all the way at the bottom
  4. 4.
    Toggle "Developer Mode" on
  5. 5.
    Exit user settings

Channel & role setup

Log in to the Helio dashboard, select "Settings" --> "Integrations".
Configure the Discord bot
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
Authorised!
Head back to the hel.io/settings and you will notice the Discord section has changed to allow you to enter the relevant IDs. Choose your Server ID and one or more Role IDs and hit "Save Settings".
Add your server and role IDs

Finalise Discord setup

Return to "Server Settings" -> "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
You MUST move the Helio bot above the roles that you want to assign due to Discord's role hierarchy logic. Drag the Helio role up above the "Helio Access" group as follows
Move Helio above the role you require the bot to change

Create a payment and assign the role

  • Log-in to the Helio dashboard and hit CREATE PAYMENT. Configure your Payment details and Pricing options. Choose a single payment to enable 1-time access, or a recurring payment to enable access for a subscription period (the role is also removed at the end of the subscription period). In Step 3 Advanced options, select Discord membership to load and select the role(s) you want to assign.
Select the roles you want to assign
  • Share the Pay Link anywhere. Buyers automatically receive the role upon purchase if they're already present in your server or they can join & claim their role later at hel.io/claims. They'll be reminded via email to claim (untick "E-mail address" if you choose not to collect & remind buyers)
User claims Discord role after purchase