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Setup & Configuration

Join Quests

Purpose

Join Quests manages application-based onboarding with role assignment, review flows, and optional automated approvals.

Prerequisites

  • Staff permissions for Join Quests panel.
  • At least one destination channel for submissions/review.

Dashboard Settings

  • Quest tab metadata: quest name, approval mode, role gates.
  • Channels: registration, log, and welcome destinations.
  • Message slots: welcome, registered, approved, delayed (Message Forge-backed).
  • Quest Panels section: Create selector-driven panels (must include Join Quest Selector).
  • Form Builder tab: Build modal intake form tied to each quest.

Command / Function Surface

  • No dedicated slash post command in production docs.
  • Member interaction starts from quest panels and selectors configured in dashboard.
  • Review queue is available via “Manage Applications” from the quest tab.

Permissions and Entitlements

  • Panel access can be role-scoped with Permissions.
  • Quest tab count is subscription-limited by plan.

Edge Cases

  • Quest name is immutable after creation.
  • Unsaved quest edits are tracked per tab.
  • Deleting a quest removes its configuration and linked behavior.

Troubleshooting

  • “Cannot create more quests”: check plan limits.
  • Selector panel cannot Send/Sync: add a Join Quest Selector to the panel.
  • Form missing: open the Form Builder tab once to initialize and link form builder ID.