For server owners

Who can add Phoenix today

Two switches before Phoenix does anything in a server. Your server's own Live switch, on its page, and Phoenix's owners' switch for all of Phoenix. Until both are on, Phoenix posts no message and gives or takes no role; your page still shows what it would do. Before then, the one thing it says is a private answer when someone types /phoenix or presses Verify.

The servers you run

Sign in to Phoenix with Discord and your authenticator code. Your dashboard's Your servers panel lists every Discord server you own, or where you have the Administrator or Manage Server permission. Beside each one is one of three things:

Add Phoenix

You run this server and Phoenix's bot is not in it yet.

Phoenix is here

The bot is already in this server, with a Rules and settings button to its page.

Bot not set up yet

Phoenix's own bot has not been set up on this site, so there is nothing to add yet.

If you do not run any servers, the panel says so, and you can still link wallets for the servers that use Phoenix.

Three steps

1. Press Add Phoenix

   Discord's own page opens with your server already chosen, and lists what Phoenix asks to do: View Channels, Send Messages, Embed Links, Attach Files and Manage Roles. Press Authorize.

   Phoenix uses them only once both switches are on: they are what the Verify panel, the mod log and the roles need.

2. Put Phoenix's role in its place

   In Discord, open Server Settings, Roles. A role named Phoenix has appeared. Drag it above every role it will hand out (your holder roles) and below your own admin roles. Discord only lets a bot give the roles that sit under its own.

3. Check the dashboard

   Reload your Phoenix dashboard. The server now reads Phoenix is here. It can take a minute.

Once Phoenix's owners have registered it, members can type /phoenix in any channel for a private answer with how verification works and an Open Phoenix button. Until verification is switched on in a server, the answer says so.

The rules Built

Press Rules and settings beside your server. Its page has five tabs: Rules, Try it, Settings, Health and Members. Setting rules needs Discord's own two-factor on your account.

• Plain rules. Press Add a rule, name it, pick the role it gives, then Add something to hold: "hold at least one of this collection on Base, get the Holder role". Up to 20 rules.
• All, or any. A rule can ask for up to five things: Hold all of these ("both collections") or Hold any one of these.
• NFTs and tokens. NFT collections (ERC-721), with exact token ids for 1/1s or traits like Fur=Gold; multi-tokens (ERC-1155); coins (ERC-20) in whole units; on Solana, tokens (SPL) and NFT collections.
• Staked tokens count. Name the staking contract beside the collection, and tokens sitting in it count for whoever staked them.
• Cold wallets count. A vault that delegates to a member's linked wallet on delegate.xyz counts as theirs, unless you turn that off in Settings.
• Read from the chains. Phoenix reads holdings directly from 17 chains, Solana included, never from another verification service.
• Try it. Paste up to five wallets and see which roles they would earn, without touching Discord.

Verification and re-checks Built

1. Settings

   Pick the verify channel, a role for passing the picture check if you want one, a mod log channel, the youngest Discord account you accept, and the words on the panel and for people who earn a role. Wallets count when proved by chooses which of the three proofs you accept: a signed message, a send to itself, a code in an OpenSea bio.

2. Health

   Reads your server from Discord and says what is wrong in plain words: Phoenix's role sitting below a role it gives, a channel it cannot post in, Manage Roles missing. Fix each line and press Check again.

3. Live, then the Verify panel

   Tick LIVE and save (you need a rule first), then press Post the Verify panel. Phoenix posts a message with Verify and Check my roles in your verify channel.

4. The human check

   Pressing Verify starts a private picture check inside Discord, drawn fresh for every try, after the account age limit. People pass; bots are slowed or stopped.

5. The roles

   Phoenix gives each member the roles your rules say they have earned, and posts each change, with its reason, in your mod log.

6. Keeping it true

   Phoenix checks again every few hours and whenever a member changes a wallet. It takes a role back only after two checks in a row say it is no longer earned, only if Phoenix gave it, and never because a chain did not answer. It tidies up when someone leaves your server.

Members and snapshots

Members lists the people who verified in your server: how many wallets they linked, the rules they earn, the roles Phoenix gave them and their last role changes. Download holder snapshot (CSV) gives the same list with each member's full wallet addresses, for allowlists and airdrops. It holds only members who pressed Check in your server, it is written on Phoenix's audit trail each time, and it is yours to keep private: treat it like a list of your members' addresses, because it is one.

Discord Linked Roles

No bot needed: in Discord, Server Settings, Roles, open a role, Links, Add requirement and pick Phoenix. You can ask that a member is verified with Phoenix, has at least a number of wallets linked, or has had a Phoenix account for at least a number of days. Discord checks it itself.

Phoenix's admins are not your server's admins