Configuration Guide
All ServerMate configuration happens in the web dashboard (opens in a new tab). This page covers the main areas and recommended setup order.
Dashboard layout
| Tab / area | Purpose |
|---|---|
| Overview | Server stats, recent activity, quick links |
| Feature Centre | Enable features and open each feature's settings |
| Commands | Enable or disable slash commands per server |
| Members / Roles | Member browser and role management |
| Server Groups | Group servers, ban sync, shared settings |
| Settings | Permissions, delegates, general options |
| Subscription | Plan, billing, Stripe customer portal |
Deep dive on setup order: Help — how setup works
Permissions
Web dashboard access
Settings → Permissions
- Choose which Discord roles (or individual users) can open the dashboard
- Delegate groups:
- Feature managers — toggle features and edit feature settings
- Command settings — enable slash commands and command access
- Access managers — edit the permissions matrix (owner/inviter only can grant this)
Command access
Settings → Permissions (command access section)
- Separate from enabling a command on the Commands tab
- Controls who may run each slash command in Discord
- Example: enable
/banon Commands tab, but restrict execution to Moderator+ roles here
Discord permissions
The bot needs appropriate Discord permissions at invite time:
- Send Messages, Embed Links, Read Message History
- Manage Messages, Kick Members, Ban Members, Moderate Members, Manage Roles (as needed)
- Bot role must be above roles it assigns or moderates
Re-invite from servermate.gg (opens in a new tab) if permissions are missing.
Feature-specific configuration
Moderation
- Enable Moderation in Feature Centre
- Set mod log channel:
/setmodlogor Moderation panel - Enable commands on Commands tab (
/warn,/kick,/ban, …) - Configure action policies and case settings in the Moderation panel
Verification
- Enable User Verification in Feature Centre
- Configure verification message, channel, and verified role in the panel
/setverifylogfor logging- Enable
/sendverifyon Commands tab
Creator Alerts
- Enable Creator Alerts in Feature Centre
- Add creators, platforms, and target channels
- Optional: Live alert rules (Pro) — discover Twitch streams by game/category
- Enable
/creatoron Commands tab
See Creator Alerts setup.
AI Summarisation
- Enable AI Summarisation in Feature Centre (Pro)
- Choose model, limits, and optional BYOK OpenAI key in the panel
- Enable
/summariseon Commands tab - For full message text, set up Custom Bot with Message Content intent — setup guide
See AI Summary setup.
Server Link
- Enable Server Link in Feature Centre
- Add game server connections in the Server Link panel (query host/port, platform)
- Enable
/serverstatus,/serverplayers,/addserveron Commands tab
Custom Bot
→ Full setup guide (Discord Developer Portal + dashboard steps)
- Enable Bot Customisation in Feature Centre (Pro)
- In the Developer Portal: create application, enable Message Content + Server Members intents, copy Application ID and bot token
- Dashboard: save credentials → Validate → Invite bot → Connect
- Confirm status Ready for AI summarisation before relying on
/summariseor dot-prefix custom commands
Server groups can share one custom bot — configure under Server Groups → Custom Bot.
Server Groups & ban sync
- Create a group under Server Groups
- Add member servers (Pro plans cover server limits — see Pricing (opens in a new tab))
- Enable ban sync on Squad and above
- Configure exemptions and per-server sync toggles
Log channels
Recommended channels to create and wire up early:
/setmodlog channel:#mod-logs
/setverifylog channel:#verification-logs
/setfeedbackchannel channel:#feedback (if using feedback)The bot needs Send Messages and Embed Links in each log channel.
Subscription & plans
Manage billing under Subscription or Pricing (opens in a new tab).
| Plan | Servers | Notable Pro limits |
|---|---|---|
| Free | 1 | 2 creator alerts, core features |
| Solo | 1 | 30 AI summaries/mo, unlimited alerts, custom bot |
| Squad | 3 | 90 AI summaries/mo, ban sync |
| City | 10 | 300 AI summaries/mo, multi-server automation |
| Network | 10+ | Contact for tailored limits |
Configuration checklist
Initial setup
- Bot invited with correct permissions; role order checked
- Core features enabled in Feature Centre
- Log channels configured
- Commands enabled on Commands tab
- Staff permissions set under Settings → Permissions
Pro setup
- Subscription active on covered servers
- Custom Bot connected (if using AI Summary or branding)
- Server Groups and ban sync configured (if multi-server)
Troubleshooting
| Problem | Fix |
|---|---|
| Settings not saving | Confirm dashboard access; refresh; check you own or delegate manage settings |
| Command enabled but not usable | Set command access under Settings → Permissions |
| Feature toggle greyed out | Upgrade plan or check Subscription tab |
| Custom bot commands not syncing | Reconnect bot; toggle command off/on |