Easy Steps to Create a Discord Server

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Building your own Discord server may seem like a complicated task but it is quite easy to do. You can set one up in minutes and slowly customize it over time. We provide a comprehensive guide to set up the most basic, barebones server so you can get a hang of it and then customize it.

Discord Website
Discord Website

Before You Start 

Before you start building a server from scratch, consider what purpose it will serve. Are you creating a server for a group of friends or a community? Servers for a small group of friends aren’t complicated. You don’t need to moderate heavily or add special bots to manage the crowd. There is no need to create a large number of channels if you’re just a group of people chatting. 

However, if you are building a server with a purpose and want to invite a lot of people, consider planning your server layout carefully. Think about what kind of channels you will need and how will you manage the people on your server. 

Let us begin!

How to Create a Discord Server 

You can create an entire server with a click of a few buttons. There are two ways to approach this. You can either make one from scratch or use a template for it. Let’s first look at how to make a server from a template. 

1. How to Create a Discord Server from a Template 

Step 1. To create any server, you need to click on the ‘+’ icon at the bottom of your server list on the left side of your screen. 

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(Button to add a server)

Step 2. When you click on the icon, you will get a pop-up box to select how you want to create a server. You have the option of creating it from scratch or using one of the templates provided by Discord. 

(Pop-up box to create a server)

Step 3. Discord offers six different types of template options like the ones mentioned below. Think about your server’s purpose and choose a template suitable for it. For example, if you want to create a community of people who like to draw and sketch, consider using the ‘Artists & Creators’ template. 

  • Gaming
  • School Club 
  • Study Group
  • Friends
  • Artists & Creators
  • Local Community
(List of templates on Discord)

Step 4. You will then be prompted to name your server and add a picture to act as the server icon. Give your server an appealing name and icon to attract more people to it. We recommend keeping the server’s purpose in mind when you name it. 

(Form to name and icon to the Discord server)

Step 7. Once you click on ‘Create,’ Discord will automatically create a server with a few channels and categories already in place. You can customize this server, rename the channels, and expand it as per your requirements. There is no need to stick with the template design. 

As you can see from the screenshot below, there is a list of channels and categories already in place. 

(A server made from a template)

But if you don’t want to mess with the server layout, you can still use it as it is and enjoy connecting with your friends. 

2. How to Create a Discord Server from Scratch 

If you don’t think any of the server templates suit your requirements, you have the option to create your server from scratch. We explain the steps you need to consider below:

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Step 1. To create a server from scratch, you need to click on the ‘+’ icon at the bottom of your server list on the left side of your screen. 

Button to add a server on discord
(Button to add a server)

Step 2. When you click on ‘Add a Server,’ there will be a pop-up box with options to create a server or choose a template. Choose ‘Create My Own’ from the options provided. 

Pop-up box with server creation options on discord
(Pop-up box with server creation options)

Step 3. When you click on the option, Discord will ask you to choose whether the server is for you and your friends or a club and community. There is a difference between community and personal servers. Community servers provide better moderation and promotional tools to help you manage a large audience. 

For the sake of this demonstration, we will choose the ‘For me and my friends’ option. You can also skip this option and decide whether you want to create a community server at a later date. Discord will choose ‘for me and friends’ as a default.

We will discuss what Community Server is and what makes it different in a different post. 

Option to choose a personal or community server
(Option to choose a personal or community server)

Step 4. The next step is to give your server a name and logo. This ensures your server will stand out and look unique. If you want to draw more people to your space, branding your server properly will help. 

Customizing your server on discord
(Customizing your server)

Step 5. Click ‘Create’ to create the basic server. It will look something like this without a template in place:

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The basic server layout on discord
(The basic server layout)

Now you have the bare-bones layout of a server ready. At this stage, the server is usable and you can still invite your friends or connections to join. However, it is a good idea to customize it and change the layout to suit your server’s purpose or your requirements. 

How to Customize Your Discord Server 

Customizing a server is the fun part. Most people love to tinker with different features and bots until they have a layout they adore. There are many ways to customize the server but we will again stick with the basics for this part. 

1. How to Create and Assign Roles in Your Discord Server

Creating channels and categories is fairly straightforward but before going into that, it is a good idea to learn how to create and assign roles. Roles can help you manage access to different parts of your server. Fortunately, this is very easy and we explain how to do it:

Step 1. Click on your Server name and access the drop-down menu. Then click on ‘Server Settings’ from the menu options. 

Server settings option in the drop-down menu
(Server Settings option in the drop-down menu)

Step 2. When you click on the Server Settings option, you will get access to your server management page. You can manage the entire server from here, including members, channels, categories, and more. However, for this section, let’s focus on the ‘Roles’ option. 

Click on the ‘Roles’ option at the top of the menu on the left side of your screen. 

Server overview and management page on discord
(Server overview and management page)

Step 3. On the ‘Roles’ page, you will get the option to create, manage, and give different permissions to roles. 

Page to create roles on discord
(Page to create roles)

Step 4. Create a Role by clicking on the ‘Create Role’ button. When you click, Discord will open the page to help you manage the role as shown below. While creating a role, you need to:

  1. Assign a name to the role, which can be anything that indicates a purpose. For example, you can have roles like Manager, Team Lead, HR Officer, IT Whiz, Trainee, etc. The options when it comes to creating roles are unlimited. 
  2. The next step is to assign a role color to your role, which can be anything you like from the options provided or custom color. 
  3. The next step is to assign permissions to the role. We will explain this in detail in the next point.
Role management page on discord
(Role management page)

Step 5. Assign Permissions to a Role to control access and make it easier for multiple tiers of members on your server. Go through the list of permissions carefully 

List of permissions for Roles on discord
(List of permissions for Roles)

The most important permission to consider is the Administrator’s permission. Do not grant new or unknown members of your server this role because they will be able to change important server settings without your consent. This permission should only be given to people you trust. 

The administrator's permission on discord
(The administrator’s permission)

Step 6. You can also customize the appearance of the role in the member’s list by separating people by their roles. Every role will appear as a different category and members belonging to that role will appear below that category. You can allow people to mention the role and see the entire server as it may appear to people with that role just to ensure they aren’t seeing anything they shouldn’t. 

Roles management page
(Roles management page)

Step 7. Once the Role is created, you can add members to the role, assign them when they enter the server or create ‘Reaction Roles’ using bots like Dyno, Mee6, or any other alternative. We will surely explain how to create reaction roles in another post soon. 

Once roles are assigned, people will be able to access channels and categories that are locked behind these roles.

2. How to Create Categories in Your Server

Your server can be divided into categories and channels. You can set up different categories and then add channels to those categories to keep the conversation streamlined and organized.

Dividing the server into these sections also allows you to control access. You can lock channels or categories behind ‘Roles’ to ensure some parts of the server aren’t visible to people without permission to access. Here’s a look at how to create categories:

Step 1. Click on the downward arrow ‘v’ next to the server name. Make sure you’re on the server when you do this. 

The downward arrow button near the server name
(The downward arrow button near the server name)

Step 2. From the dropdown menu, select the option of ‘Create Category.’ This allows you to create a dedicated category within your server. 

Drop-down menu with ‘Create Category’ option on discord
(Drop-down menu with ‘Create Category’ option)

Step 3. Select the ‘Create Category’ option and add a ‘Category Name’ and decide whether you want to mark it as private. When you mark a category as private, it will only be available to the roles that are allowed to access it. The entire category will be hidden from people without the role. 

Menu to create a Category on discord
(Menu to create a Category)

Step 4. If you toggle the option for ‘Private Category’ on, only people with the Role assigned to the category and the admins will be able to see it. You can also add individual members to the category to ensure only they can see the channels and content in it.

Making a category private on discord
(Making a category private)

Step 5. You can set permissions for different categories as well. Browse through the permissions carefully before enabling them. 

Advance permissions for categories on discord
(Advance permissions for categories)

Step. 6. You can then click on save and see the new category appear on your channel list.

New category in the channel’s list on discord
(New category in the channel’s list)

Once you have a category, you can also create channels under that category. If you want a more streamlined appearance, we recommend organizing and naming the categories with some thought and consideration. 

3. How to Create Channels in Your Discord Server

Channels are where the conversations happen. You have two options when it comes to channels. You can create a few for text conversations or voice conversations. We will explain how to create both. 

1. How to Create Text Channels 

Step 1. Creating a Text Channel is easy. You just need to click on the (+) icon near your category name. 

Create a Channel icon near the category name on discord
(Create a Channel icon near the category name)

Step 2. There will be a pop-up box with options to create a Text or Voice channel. Choose the Text Channel option and enter the channel name in the space provided. 

The create channel pop-up box on discord
(The create channel pop-up box)

Step 3. You have the option to toggle the ‘Private Channel’ option on and restrict access to certain members or roles. For example, we can create a channel that only the ‘Manager’ role and the server admin can see. 

Assigning Role to a channel on discord
(Assigning Role to a channel)

As you can see from the screenshot below, there is a new private channel with only ‘manager’ access. 

The private channel with only one role access on discord
(The private channel with only one role access)

Step 4. If you want to edit any of the channel characteristics, you can click on the ‘Gear’ icon near the channel name. 

(Gear icon near the channel name)

Clicking on the gear icon will open the channel editing and management page where you can alter everything from the channel name and description to roles and permissions.

permissions on discord
Discord image

Step 5. The next step is to manage the permissions for the channel. If you already have permissions set for categories and roles, there is no need to do the same here as all permissions will sync. But if you want a channel to have specific permissions distinct from the category it is in, look at the permissions carefully. 

You can click on the ‘Permissions’ option on the channel editing page to find the list of permissions. 

Channel permissions list on discord
(Channel permissions list)

Step 6. Once you have set the permissions, it is time to decide whether you want to make it an age-restricted channel or not. If you make the channel age-restricted, it is exempt from the Explicit Content filter that is implemented throughout Discord. 

We have a post on NSFW in Discord and how the filters work. To enable age restriction, you just need to toggle that option as shown below. 

Age-restricted channel toggle in channel overview on discord
(Age-restricted channel toggle in channel overview)

When you toggle it on, the channel will look like this when someone first enters it. 

Age-restricted channel warning on a discord
(Age-restricted channel warning)

You just need to click on continue to access the channel’s content. 

This is all you need to know to create a basic Discord server. Just starting at this point will help you become more confident and make you familiar with the platform. Then you can explore bots, moderation, community server settings, and more

If you want to know more about Discord and its functions, don’t hesitate to explore our Discord category here at Authority Hunter

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