Agency Discord Server Template for Client Work

Who it fits

This suits design, development, video, marketing or consulting teams who already use Discord with clients. It works for a team of two or twenty. The agencies page covers the pitch, and the agency custom bot article explains running a bot under your own brand.

Role setup

Least privilege matters most here, because clients should never see another client.

Do not use one shared Client role to open all client channels. Give each project channel its own permission override for the client who owns it.

Channel layout

Set up the workflow in Noxyr

1. Run /ticketsetup panel_create to make a project request panel with a form for budget range, deadline and brief. Post it with /ticketsetup panel.
2. Claim each new request with /ticket claim so one lead owns it, and add colleagues with /ticket add.
3. Send a bill with /invoice create when scope is agreed. See the invoice bot.
4. Collect feedback with /review config after delivery. See reviews.
5. Turn on transcripts and server logs for an audit trail.
6. Run /security health to check for risky permissions and press Fix on the safe items.

Intake that saves a call

A short form beats a long email thread. Ask who the client is, what they want, the deadline and a budget range. Keep it to five questions. The answers land in the ticket, so the first reply can be specific.

Common mistakes

• Letting clients talk in the same channel. Even friendly clients should not see each other.
• Staff admin rights because it is easier. Use role-based permissions.
• No offboarding. Remove contractors and archive project channels the day work ends.

Offboarding and records

When a project ends, close the ticket and keep the transcript. Remove the client role from the project channel, then move the channel to an archive category that only the team can see. Keep invoices and approvals where you can find them, so a question six months later takes a minute, not an afternoon.

If you want clients to see your own bot name and avatar rather than Noxyr, the optional custom bot is part of the Donor plan, and nothing in this layout needs it.

Who sees what

Before launch, test with a client account that has only the Client role. They should see the welcome, FAQ and intake panel, plus their own project channel and nothing else. If anything else shows, fix the permission override and test again.

Before you invite clients

• Write the intake form first and test it from a second account.
• Name channels the same way each time so you can find them later.
• Keep invoices in tickets or a private channel, never in public.
• Share the ticket to invoice flow with your team.

Next

For freelancers working alone, read the commission server template. Plan your hierarchy with the role hierarchy planner.