Role Management

Master Discord role assignment, hierarchy requirements, and automated role management for seamless subscriber management

Table of Contents

Understanding Role Hierarchy

Discord's role hierarchy is crucial for PayBot to function correctly. PayBot must have the authority to assign and remove membership roles from users.

⚠️ Critical Requirement

PayBot's role must be positioned above all membership roles in your server's role hierarchy. If PayBot cannot manage roles due to hierarchy restrictions, members won't receive their purchased benefits.

1

Locate PayBot's Role

Go to Server Settings > Roles and find PayBot's role in the role list.

2

Check Current Position

PayBot's role should appear at the top of your role list, above all membership roles you plan to use.

3

Adjust Hierarchy

Drag PayBot's role to the top of the hierarchy, above roles like "Premium Member", "VIP", "Gold Tier", etc.

Correct hierarchy example:

  1. PayBot (highest position)
  2. Premium Member
  3. VIP Member
  4. Gold Tier
  5. @everyone (lowest position)

Why Role Hierarchy Matters

✅

Can Assign Roles

When PayBot's role is above membership roles, it can freely assign and remove them from users.

❌

Cannot Assign Roles

When PayBot's role is below membership roles, Discord prevents role assignment due to insufficient permissions.

Assigning Roles to Membership Tiers

Each membership tier needs a corresponding Discord role that will be automatically assigned to subscribers.

1

Create Discord Roles First

Before creating membership tiers in PayBot, create the corresponding roles in Discord:

  1. Go to Server Settings > Roles
  2. Click "Create Role" for each membership tier
  3. Name roles clearly (e.g., "Premium Member", "VIP Access", "Gold Tier")
  4. Set appropriate colors and permissions for each role
2

Access Role Assignment in PayBot

After creating a membership tier, assign the Discord role:

  1. In /setup, find your membership tier in the "Manage Pricing" section
  2. Click "Edit" on the tier
  3. Click "Assign Role" (or "Change Role" if already assigned)
  4. Select the appropriate Discord role from the dropdown menu
3

Verify Role Assignment

Test that role assignment works correctly:

  1. Have a test account subscribe to the tier
  2. Verify the role appears in their user profile
  3. Check that they can access role-restricted channels
  4. Test cancellation to ensure role removal

Role Assignment Best Practices

  • Use descriptive names: "Premium Member" is clearer than just "Premium"
  • Set distinct colors: Higher tiers should have more distinctive colors
  • Configure permissions: Set appropriate channel and feature permissions for each role
  • Test thoroughly: Always test role assignment before launching to members

Changing Membership Roles

You can change which Discord role is assigned to a membership tier at any time. Existing subscribers will receive the new role.

1

Access the Tier Editor

In /setup, go to "Manage Pricing" and click "Edit" on the tier you want to modify.

2

Select New Role

Click "Change Role" and select the new Discord role from the dropdown menu.

3

Confirm Changes

Save the changes. The system will:

  • Remove the old role from existing subscribers
  • Assign the new role to existing subscribers
  • Use the new role for all future subscriptions

⚠️ Impact on Existing Subscribers

When you change a tier's role:

  • Existing subscribers will have their old role removed and new role assigned automatically
  • Role permissions will change immediately for current subscribers
  • Channel access will update based on the new role's permissions

Removing Role Assignments

You can remove role assignment from a membership tier, which means subscribers won't receive any Discord role when they purchase that tier.

1

Access Role Management

In /setup → "Manage Pricing" → "Edit" on the desired tier.

2

Remove Role Assignment

Click "Unassign Role" to remove the Discord role from this membership tier.

3

Confirm Removal

Save the changes. The system will:

  • Remove the role from existing subscribers
  • Not assign any role to future subscribers
  • Keep all other tier benefits intact

When to Remove Role Assignment

🎫 Event-Based Tiers

One-time event tickets that don't need ongoing role access

💰 Donation Tiers

Recognition without specific role-based permissions

🔧 Temporary Access

Short-term access that doesn't require permanent roles

Role Permissions & Best Practices

Properly configured role permissions ensure your members get the right level of access while maintaining server security.

Essential Permissions

  • Use slash commands - Required for /subscription command
  • View channels - Basic server access
  • Send messages - Participate in discussions
  • Read message history - See previous conversations

Advanced Permissions

  • Manage messages - Moderate discussions (for staff tiers)
  • Mute members - Moderation capabilities
  • Move members - Voice channel management
  • Use voice activity - Voice channel access

Permission Strategy Tips

🎯 Progressive Access

Each tier should unlock additional channels and features progressively.

Example: Bronze → Silver → Gold → Platinum

🔒 Channel Categories

Organize channels into categories with role-based visibility for cleaner organization.

Tip: Use "Premium Access" category for exclusive content

⚡ Automation Benefits

Let PayBot handle all role assignments automatically - no manual work required.

Benefit: Instant access for subscribers, automatic cleanup on cancellation

Common Role Issues

❌ Roles Not Being Assigned

Most Common Cause:

PayBot's role is below membership roles in the hierarchy

Solution:

  1. Go to Server Settings > Roles
  2. Drag PayBot's role above all membership roles
  3. Test with a new subscription

❌ Bot Lacks "Manage Roles" Permission

Symptoms:

  • Error messages about insufficient permissions
  • Roles not being assigned or removed

Solution:

  1. Go to Server Settings > Roles
  2. Ensure PayBot has "Manage Roles" permission
  3. Reinvite PayBot if permissions were incorrect

❌ Role Deleted or Renamed

Symptoms:

  • Subscribers not receiving roles
  • Error messages about missing roles

Solution:

  1. Recreate the missing Discord role
  2. Use "Change Role" in the tier editor
  3. Select the recreated role

❌ Subscribers Keep Old Roles

Possible Causes:

  • Role hierarchy issues
  • Bot temporarily offline during cancellation

Solution:

  1. Check role hierarchy is correct
  2. Manually remove roles if needed
  3. Contact support if issue persists

Need More Help?

If you're still experiencing role-related issues:

  • Check the Troubleshooting Guide for detailed solutions
  • Join our Discord support server for community help
  • Contact our support team for personalized assistance