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How-to Discord Admin team-manager

Invite members from Discord

Invite members from Discord

Invite people from your Discord server into Dailybot so standups, kudos, and automations run against the same people you already collaborate with.

Invite people from Discord dialog showing workspace members, role assignment, and optional check-in and team setup

Before you begin

  • You need Organization admin or Team manager permissions.
  • Dailybot must be added to the Discord server you are inviting from.

Steps

  1. Open the Dailybot web dashboard and sign in.
  2. Click Settings in the sidebar, then select Members.
  3. Click the Invite people button in the top-right corner.
  4. In the Invite people from Discord dialog, choose the Invite from Workspace tab to see people already in your Discord server, or switch to External people to invite by email.
  5. Search by name or email to find the people you want to add.
  6. Under Optional setup, choose a Role (Member by default), optionally assign them to a check-in, and optionally add them to a team.
  7. Click Send invitation.
  8. If someone does not appear in the search, confirm they are in the connected Discord server and that the Dailybot bot has the required permissions.

What to expect after

Invitees get a prompt to link Discord to your Dailybot org. That may appear as a DM from Dailybot, a message in a channel, or a browser authorization step. After they finish, they can use Dailybot commands and features in Discord and appear on the Members page.