Bootstrap
Taking a freshly-installed instance to a working org. Do this once, in order. By the end you'll have a logged-in identity, the managed role/channel set in Discord, two Stewards, and every other Discord admin removed.
Step 1 — First login (acceptance gate)
Open /auth/login and sign in with Discord. A successful login resolves you as a member. If it doesn't, check that DISCORD_OAUTH_REDIRECT_URI matches the registered redirect, and that you're a member of the configured guild.
Step 2 — Provision the managed role set
Reconcile the org's roles into Discord idempotently from the seeded structure — from the panel, or headless:
/provision sync · statusCreate/rename managed roles to match the org model; show drift.structure.manageRe-running is safe: existing roles match by key and are left alone; renames re-apply; removed items soft-archive. If a role is missing, check the bot's role position and permissions, then re-run — it converges.
Step 3 — Set the org identity
Name, short name, mantra and colours are config rows seeded with placeholders. Set the non-governed ones directly:
/identity set · showEdit branding (short name, mantra, colours) and view current identity.config.writeidentity.name changes only by a vote: /identity propose-name. During initial bootstrap a Steward may set it directly; after that, treat the name as governed.Step 4 — Steward setup & admin lockdown
The security-critical step. Stewards are the only platform administrators, and should be the only holders of Discord admin.
- Grant Steward to your two founders — on both the platform and Discord. Two, not one, so you always have a second key holder.
- Remove every other Discord administrator. Audit Server Settings → Roles for the Administrator permission and individual overrides; strip admin from everyone except the Stewards and the bot.
- Confirm and document who the Stewards are and when the lockdown was done.
Step 5 — Seed the operating rules
Review governance/economy defaults against your charter before members arrive:
/config list · setView/edit tithe %, quorum %, probation days, treasury threshold, council size. Audited.config.writegovernance.probation_days(14) ·governance.quorum_percent(40) ·governance.no_confidence_percent(60)economy.tithe_percent(10) ·treasury.threshold_auec(500000 — spends above this need a member vote)
Next: Administration.