Onboarding Guide
This step-by-step guide will walk you through setting up Guild Manager – from your first login to being fully operational.
Onboarding Guide
This step-by-step guide will walk you through setting up Guild Manager – from your first login to being fully operational. The entire process takes 5-15 minutes depending on your role.
Guild Manager uses Discord authentication – no separate account needed.
What to Do
- Visit guildmanager.app
- Click "Sign in with Discord"
- Authorize Guild Manager to access your Discord profile
- Accept the permissions (read your username, avatar, and guild memberships)
What This Does
- Links your Discord identity to Guild Manager
- Allows automatic role synchronization
- Enables Discord bot commands and notifications
- No password needed – Discord handles authentication
Common Issues
- "Authorization failed": Check your Discord privacy settings allow third-party apps
- "Invalid redirect": Clear browser cache and try again
- Multiple Discord accounts: Make sure you're signed into the correct Discord account first
Time Required: 1 minute
Set up your member profile so guild leaders can identify you and track your characters.
What to Do
- Navigate to Profile Settings (top-right avatar menu)
- Verify your Discord username and display name
- Set your primary timezone for accurate event scheduling
- Add contact preferences (Discord DMs, notifications, email)
- Upload a profile avatar if different from Discord
Why This Matters
- Timezone ensures event times display correctly for you
- Contact preferences control how you receive reminders
- Profile information helps guild leaders coordinate effectively
Guild Members
You're done with profile basics! Move to Step 3 to add your characters.
Guild Leaders
Additional profile configuration:
- Set your default guild role (Guild Master, Officer)
- Configure notification preferences for admin alerts
- Enable two-factor authentication for sensitive operations (optional but recommended)
Time Required: 2-3 minutes
Characters are your in-game avatars. Guild Manager tracks them separately from your member profile.
For Guild Members
- Navigate to Characters in the main menu
- Click "Add Character"
- Fill in character details:
- Character Name: Your in-game name
- Game: Select from supported games
- Server: Your game server/region
- Class/Role: Tank, Healer, DPS, or game-specific classes
- Level/Gear Score: Current progression (optional but helpful)
- Mark this character as Main if it's your primary character for this game
- Repeat for any alts you play regularly
Character Details Best Practices
- Keep gear scores updated: Leaders use this for party balancing
- Mark mains clearly: Helps with loot priority and roster planning
- Add multiple characters: Track all your alts, but mark inactive ones
- Update class/role: Important for event RSVPs and party composition
For Guild Leaders
You can add characters the same way members do. Additionally:
- Import your guild roster from Discord (if you already have members)
- Set default character requirements (minimum level, gear score)
- Configure character verification rules (require screenshots, armory links)
Time Required: 2-5 minutes (depending on how many characters you add)
If you're joining an existing guild, you'll need an invitation or application.
Via Invitation Link
- Click the invitation link your guild leader sent you
- Review the guild details (name, game, rules)
- Select which character(s) to join with
- Click "Accept Invitation"
- You're now a member! Check the guild dashboard for upcoming events
Via Application
Some guilds require applications instead of direct invitations:
- Navigate to Find Guilds in the main menu
- Search for your guild by name or browse by game
- Click "Apply to Join"
- Fill out the application form:
- Character information
- Experience level and playtime
- Previous guild history (if required)
- Any custom questions the guild asks
- Submit and wait for officer review (check Discord for updates)
After Joining
- Check the guild dashboard for announcements and upcoming events
- RSVP to events you want to attend
- Join the Discord server if you haven't already (linked in guild settings)
- Review guild rules and loot systems in the guild information page
Time Required: 2-3 minutes for invitation, 5-10 minutes for application
Starting a new guild from scratch? Here's how to set it up properly.
Basic Guild Setup
- Navigate to Create Guild from the dashboard
- Fill in guild details:
- Guild Name: Your guild's official name
- Game: Primary game (can add more later in a community)
- Server/Region: Your server for this game
- Description: Brief overview of your guild's focus and culture
- Guild Type: PvE, PvP, Social, Mixed
- Choose guild visibility:
- Public: Anyone can find and apply
- Private: Invite-only, hidden from search
- Listed: Searchable but application required
- Click "Create Guild"
Essential Configuration (Don't Skip!)
- Set up rank structure (Guild Master, Officers, Raiders, Members, Trials)
- Assign permissions for each rank (who can create events, manage loot, invite members)
- Configure loot priorities per rank
- See Permissions Guide for details
2. Discord Integration (5 min)
- Connect your Discord server (requires Discord admin permissions)
- Map Guild Manager ranks to Discord roles
- Configure notification channels (#events, #loot, #applications)
- Set up the Guild Manager bot with proper permissions
- See Discord Integration for step-by-step instructions
3. DKP/Loot System (10 min)
- Choose your loot distribution method (DKP, loot council, rolls, hybrid)
- Configure DKP earning rates (attendance, bosses, special events)
- Set up decay rules (optional)
- Define bidding minimums and rules
- See Loot & Rewards for full configuration
4. Event Templates (5 min)
- Create event templates for recurring raids/activities
- Set default RSVP requirements (role selection, gear score minimum)
- Configure party size and composition rules
- Set up automated reminders (1 hour, 15 min before events)
Import Your Existing Roster (Optional)
- Navigate to Members → Import
- Choose import method:
- Discord Server Sync: Auto-import all Discord members with specific roles
- CSV Upload: Import from spreadsheet (includes DKP, attendance data)
- Manual Entry: Add members one by one
- Map imported data to Guild Manager fields
- Review and confirm the import
Invite Your First Members
- Navigate to Members → Invite
- Generate an invitation link with:
- Expiration date (24 hours, 7 days, never)
- Usage limit (one-time, unlimited)
- Default rank assignment (Trial, Member)
- Share the link in Discord or send direct invites via email/Discord DM
Time Required: 15-30 minutes for basic setup, 1-2 hours for full configuration
Events are the core of guild coordination. Let's get you participating.
For Members: Joining Events
- Navigate to Events on the guild dashboard
- Browse upcoming events (raids, PvP, social activities)
- Click on an event to see details:
- Date/time (in your timezone)
- Required roles and party composition
- Rewards (DKP, loot priorities)
- Current signups and waitlist
- Click "RSVP" and select:
- Which character you're bringing
- Your role (tank, healer, DPS)
- Confirmation status (Yes, No, Maybe)
- You'll receive Discord reminders before the event starts
For Leaders: Creating Events
- Navigate to Events → Create Event
- Choose event type:
- Scheduled Raid: Full raid with loot distribution
- PvP Session: Castle Siege, Node War, etc.
- Social Event: Guild meetings, casual farming
- Recurring Event: Weekly raids (auto-creates each week)
- Fill in event details:
- Name: Clear event title (e.g., "Weekly Guild Raid - Castle Siege")
- Date & Time: Automatically converts to member timezones
- Duration: Expected length
- Description: Event goals, requirements, preparation needed
- Set party requirements:
- Roles needed: 2 tanks, 6 DPS, 2 healers
- Minimum requirements: Gear score, level, rank restrictions
- Party size: Max participants and waitlist size
- Configure rewards:
- DKP earned: Participation rewards
- Loot method: How drops will be distributed
- Set reminders and notifications
- Click "Create Event" and it will be announced in Discord
Event Best Practices
- RSVP early: Helps leaders plan party composition
- Update your status: If plans change, update your RSVP
- Check Discord: Last-minute changes announced in guild channels
- Be on time: Event check-in starts 15 minutes before scheduled time
Time Required: 2 minutes to join event, 5-10 minutes to create event
Once you're comfortable with the basics, explore these powerful features:
For All Users
- Analytics Dashboard: Track your personal stats, attendance trends, and DKP history
- Guild Calendar: See all upcoming events across guilds in one view
- Loot History: Review past auctions, bids, and gear distribution
For Guild Leaders
- Custom Applications: Build recruitment forms with custom questions and requirements
- Quests & Achievements: Create guild challenges and reward milestones
- Attendance Analytics: Identify at-risk members, track participation trends
- Subguilds: Organize raid teams, timezone rosters, or content-focused groups
- Advanced Permissions: Fine-tune access control for officers
Next Steps
- Key Concepts: Understand how everything works together
- Core Features: Deep dive into each feature
- Discord Integration: Set up the bot and automation