Crypto Project: setup checklist
Discord Template Hub · discordtemplatehub.com · Updated 2026-11-12
Accounts
- Owner and all staff on 2FA with an authenticator app
- Server Settings > Safety Setup: require 2FA for moderation actions
- Audit who has Manage Webhooks, Manage Roles, Administrator
Gate
- @everyone sees only START HERE
- Verification level High; enable AutoMod and a verification bot or Onboarding rules
- Test with a fresh alt account
Scam defense
- Wallet-scam keyword rule and link allow list
- Profile name filter for impersonators
- Lock #official-links and pin it
Holders and governance
- Connect a token-gating bot to the Holder role
- Create proposal forum tags
- Schedule the first community call as a Scheduled Event
Roles to create (top to bottom)
- Admin: Core team only (2 to 3 people)
- Moderator: Community moderators
- Support: Answers tickets
- Holder: Verified holders
- Verified: Passed the verification gate
- @everyone: Unverified joiners
Channels to create
START HERE
- ☐ verify (text): Unverified can read; nobody can post
- ☐ official-links (text): Everyone reads; only Admin posts
- ☐ announcements (announcement): Everyone reads; only Admin posts
- ☐ rules (text): Everyone can read; only Staff can post
COMMUNITY
- ☐ general (text): Verified members can post
- ☐ price-talk (text): Verified members can post
- ☐ memes (text): Verified members can post
HOLDERS
- ☐ holders-chat (text): Holder role only
- ☐ holders-voice (voice): Holder role only
GOVERNANCE
- ☐ proposals (forum): Verified members can post
- ☐ governance-calls (stage): Members listen; Staff invite speakers
SUPPORT
- ☐ support (text): Verified members can open tickets
- ☐ faq (forum): Everyone can read; only Staff can post
STAFF
- ☐ staff-chat (text): Hidden from everyone except Staff
- ☐ mod-log (text): Hidden from everyone except Staff
- ☐ security-alerts (text): Hidden from everyone except Staff
Back to the Crypto Project blueprint
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