Who can use this feature?

Workspace Owners, Super Admins, Admins, and Users
Only supported using the Cerby web app

As a user with any workspace role in Cerby, except Guest User and Login-Only, you can connect a business hub for Discord to centrally manage users’ roles from Cerby and become the Owner of this integration.

The following are the main characteristics of this integration:

Cerby syncs the Discord users and roles within a server by its ID
You must manually match users with their corresponding Discord roles and Cerby user accounts after connecting the integration
You can kick users from a Discord server directly through Cerby
You can centrally manage the users’ roles on your Discord server using Cerby
In this release, the ability to invite users to Discord through Cerby is not supported

This article contains instructions on how to connect a Cerby business hub for Discord. For app-specific articles and videos, visit the Connecting your business hubs collection in the Cerby Help Center.

Requirements

The following are the requirements to connect a business hub for Discord:

A Cerby workspace
A Cerby user account with the Owner, Super Admin, Admin, or User role
NOTE: This user can have any role in the Discord server
A Discord account profile in Cerby can be set up using a placeholder account without requiring real credentials. Unlike other integrations, Discord doesn't need an automation account, so you don't have to add a service account
An active Discord server with the following characteristics:
- To install the Cerby Integration - Production application on your Discord server, complete the following steps:
  1. Click the Cerby Integration - Production authorization link. A Discord page opens in your web browser, informing you that an external application wants to access your Discord account.
  2. Select the server where you want to install the application in the ADD TO SERVER field.
  3. Click the Continue button. The next page displays the permission the Cerby application requires for the integration: Manage Roles and Kick Members.
  4. Click the Authorize button. The Wait! Are you human? dialog box is displayed.
  5. Complete the challenge in the dialog box. The Success! page is displayed. The Cerby application is installed on the server. It displays the APP tag next to its name. You can also see it in the Integrations window of the server settings.
    TIP: By default, an announcement in the General channel informs that the Cerby Integration - Production application has been installed. You can turn off this announcement or change the display name by following the next steps:
    Right-click the Cerby Integration - Production application link in the message. A menu is displayed.
    Select the Change Nickname option from the menu. The Change Nickname window opens.
    Enter the new name for the application in the NICKNAME field.
    Click the Save button. The message on the General channel displays the updated name for the Cerby application.
Your Discord server roles must be configured and ordered in the hierarchy you want to manage from Cerby
You must place the Cerby application at the top of the Discord role hierarchy you want to manage from Cerby. The order in which the Cerby application is placed in the hierarchy list of roles determines what permissions Cerby can change. Anything below the Cerby application enables Account Owners in Cerby of the Discord integration to update the user's permissions in Cerby. However, anything that's above the Cerby application cannot be changed by Cerby.
To reorder the role hierarchy in Discord, you must follow the next steps:
1. Open the Discord server on the desktop or web app.
2. Right-click your server’s icon on the left. A menu is displayed.
3. Hover over the Server Settings option. Another menu is displayed.
4. Select the Roles option. The Roles window opens.
5. Drag and drop the Cerby application to the highest position in the list. NOTE: To learn more about Discord roles and role hierarchy, visit the Discord Role Management 101 official website.
Your Discord server ID (a 19-digit numerical code). You must complete the following steps to get it:
1. Open the Discord server on the desktop or web app.
2. Click the User Settings () icon next to your user name at the bottom left pane. The My Account detail window opens.
3. Select the Advanced option in the APP SETTINGS section of the left pane. The Advanced window opens.
4. Activate the Developer Mode toggle to enable it.
5. Click the ESC () button.
6. Right-click your server’s icon on the left. A menu is displayed.
7. Select the Copy Server ID option. The server ID is copied to the clipboard.

Connect a business hub for Discord

To connect a business hub for Discord, you must complete the following main steps from the Cerby web app dashboard:

Add a business hub and connect it to Discord
Check for updates to import users and roles to Cerby
Manage synced users
Connect your app’s user account to the business hub

The following sections describe each main step.

1. Add a business hub and connect it to Discord

To add a business hub and connect it to Discord, you must complete the following steps:

Log in to your corresponding Cerby workspace.
Select the Business Hubs option from the left navigation drawer. The Business Hubs view is displayed.
Click the Connect Business Hub button located at the top-right corner of the page. The Connect your Business Hubs to Cerby dialog box is displayed.
TIP: You can select the Don’t show this again option to skip this step the next time you connect a new business hub.
Click the Get started button. A wizard is displayed on the Select app page.
Select the Discord app from the catalog. The Enter app details page is displayed on the wizard.
Enter and select your app information in the corresponding fields:
- Label in Cerby: It is the name assigned to your business hub in Cerby, and it will be displayed on the business hub card.
1. Business ID: It is the 19-digit numerical Discord server identifier you obtained in the Requirements section.
2. User management and login method: It is the way your users log in to the app and determines if they must save their credentials in Cerby. You must select Username and password method.
Click the Next button. The Select automation account page is displayed.
Select the Discord account you previously created.
NOTE: This account must have been previously created. (See the Requirements section.) It doesn't need to have a real Discord user profile.
Click the Connect app button. The wizard closes, and a success message box is displayed. The corresponding business hub is also displayed on the Business Hubs view.

The next step is 2. Check for updates to import users and roles to Cerby.

2. Check for updates to import users and roles to Cerby

To check for updates in your app to identify and import users and roles to Cerby, you must complete the following steps:

Select the Business Hubs option from the left navigation drawer. The Business Hubs view is displayed.
Click the Settings () icon of the corresponding business hub card. The business hub details page is displayed with the Settings tab activated.
Click the Check for updates button located at the top right of the page. A message box is displayed with information about the process.
NOTE: Depending on the number of users and roles, the check and import process may take a few minutes.
Confirm that the Check for updates automated task has the “Completed” status by performing any of the following actions:
1. Click the More details button from the message box.
2. Select the Automation option from the left navigation drawer to open the Automation view.

NOTE: Cerby automatically performs daily checks for updates for all business hubs, but you can trigger them manually, as described above in steps 1 to 3. For more instructions, read the article Check for updates in your app and apply report.

The next step is 3. Manage the synced users, which you must complete from your Cerby dashboard.

3. Manage synced users

To assign a Discord role to the synced users, you must complete the following steps:

IMPORTANT: After you check for updates, the following occurs:

You must ensure you assign yourself a Discord role from Cerby before managing other synced users’ roles.
The only user who appears as an Onboarded user is you, the Owner, who onboarded the Discord business hub.
The rest of the Discord users synced in Cerby appear as Unmatched users. You must manually match these users with their corresponding Discord roles, and their Cerby users.

Select the Business Hubs option from the left navigation drawer. The Business Hubs view is displayed.
Click the More options () icon on the corresponding business hub card. A drop-down list is displayed.
Select the View Members option from the list. The business hub details page is displayed with the Members tab activated.
The app members are displayed in the following tabs of the User Overview section:
- Unmatched users: This tab displays the users who were not automatically matched because they use an email address that couldn’t be identified or they are not in the corporate directory.
- Onboarded users: This tab displays the users matched to their Cerby user account.
Activate the Onboarded users tab.
Click the drop-down field under the App access column next to the user’s name. The list of roles in your Discord server is displayed.
Select the Discord role you want to assign to the user. The update is applied immediately in Discord.

For unmatched users, you can perform one of the following actions:

Match users
Remove unmatched users
Exempt unmatched users

The following sections describe each action.

Match users

To match users to their corresponding Cerby user accounts, you must complete the following steps from the Unmatched users tab of the business hub details page:

Hover the mouse over the External enrollee button under the status column. The Match user button appears.
Click the Match user button of the corresponding user. The Match user dialog box is displayed.
Enter the Cerby username or email address of the user you want to match and invite in the Match with field. The user is displayed on a list.
Select the user from the list.
Click the Next button. The Select Cerby role dialog box is displayed.
Select the corresponding role of the user on the app from the Cerby role drop-down list:
- Owner: This role enables sharing access and managing the app settings in Cerby.
- Collaborator: This role enables only logging in to the app.
Click the Match user button. The dialog box closes, and a success message box is displayed. The user is moved to the Onboarded users tab.

Remove unmatched users

To remove unmatched users from Discord, you must complete the following steps from the Unmatched users tab of the business hub details page:

IMPORTANT: When you remove users from the Unmatched users tab, you are also removing (deprovisioning) those users from the Discord server.

Click the More options () icon of the corresponding user. A drop-down list is displayed.
Select the Remove user option from the list. The Remove user? dialog box is displayed.
Click the Remove user button. The dialog box closes, and a success message box is displayed. The user is removed from the app.

Exempt unmatched users

Exempted users keep their user accounts active for the seat-based or paid social app, but you cannot manage them through Cerby.

To exempt unmatched users, you must complete the following steps from the Unmatched users tab of the business hub details page:

Click the More options () icon of the corresponding user. A drop-down list is displayed.
Select the Exempt user option from the list. The exempt user dialog box is displayed.
Enter a reason for exempting the user in the Provide a reason field.
Click the Exempt member button. The dialog box closes, and a success message box is displayed. The user is moved to the Exempted users tab.

The next step is 4. Connect your app’s user account to the business hub.

4. Connect your app’s user account to the business hub

To connect your Discord’s user account to the business hub so Cerby can manage and protect it, you must complete the following steps:

Select the Accounts option from the left navigation drawer. The Accounts view is displayed.
Click the Log in button of the corresponding Make Tenant account card. The Connect your Make Tenant Account dialog box is displayed.
Enter the login credentials of your Make user account.
Click the Connect account button. The dialog box closes, and a success message box and a new account card for your user account are displayed.

Use your business hub

The following are the supported features of Business hubs you can use: