OtterFi

Administration

Everything you need to manage your OtterFi community after setup, from permissions and branding to Live Membership and day-to-day administration.

Community setup

Verify and Notify each have their own setup flow, covered step by step in Getting Started. They're independent - you can run either alone, or both together for the same server.

Once setup is complete, very little ongoing maintenance is required - OtterFi is designed to run automatically.

Permissions

When you add either Discord bot to your server, it needs a specific set of Discord permissions to function - granting less will cause real actions to fail. If something isn't working, check Troubleshooting.

Verify (Discord)

  • Manage Roles - to assign/remove the Grant Target role, and to grant channel-based access
  • View Channels - to see the channels it needs to check or post in
  • Send Messages, Embed Links, Attach Files - to post the portal message

Notify (Discord)

  • View Channels, Send Messages, Embed Links, Attach Files - to post notifications
  • Pin Messages - for /pin and the pinned dashboard

Warning

Discord only allows bots to grant roles positioned below their own role. If OtterFi cannot assign roles, check the bot's role position before anything else - this is the single most common support issue.

Roles

On Discord, admin commands for both products require the Manage Server permission (Notify's /setup also accepts Administrator). Member-facing commands like /verify and collection lookups (/floor, /sales, and similar) are open to anyone.

On Telegram, admin actions live behind a DM with the bot and a live check that you're still a real admin of the connected group - there's no separate role system to configure.

Live Membership

Live Membership keeps access synchronized with blockchain ownership automatically, reducing the delay between a purchase or sale and a member's access updating.

Turn it on from /live_membership enabled:true on Discord, or the equivalent Community Console toggle on Telegram. Full details in Verify.

Branding

Branding lets your community's notifications feel like part of your project instead of a generic bot.

Notify lets you set a branding emoji and a set of links shown alongside your notifications, and shows your collection's own name automatically - the display name isn't separately editable, by design, so it always matches your real collection.

Note

Premium unlocks custom portal branding for Verify - a custom banner image, a custom message, and the option to remove OtterFi's own attribution from the verification portal. See Pricing for details.

Dashboard

Notify's /pin command gives you a Live Pinned Dashboard today - floor price, volume, holders, and mint progress in one place. This is available now.

A separate, future cross-community analytics dashboard is listed on the roadmap as a different, upcoming product - not the same thing as the Live Pinned Dashboard, and not built yet.

Moderation

Both products support pausing without losing your configuration: /pause stops Verify from granting or revoking access, or stops Notify from sending notifications.

  • Configuration is preserved.
  • Members are not deleted.
  • Existing roles are not modified.
  • /resume continues exactly where the community left off.

Administration Best Practices

  • Keep the bot's Discord role above every role it needs to manage.
  • Review your Access Policy before launching.
  • Enable Live Membership for communities that need faster access updates.
  • Send a test notification after changing Notify settings.
  • Keep branding links up to date.

Next steps