# Documentation **URL:** https://meta.discourse.org/c/documentation/10.md?page=8 [Latest](https://meta.discourse.org/latest.md) · [Categories](https://meta.discourse.org/categories.md) · [Tags](https://meta.discourse.org/tags.md) **Page:** 9 --- ## [Creating and using invites](https://meta.discourse.org/t/creating-and-using-invites/263314)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 2\ **Last updated:** [March 3, 2026, 8:52pm UTC](https://meta.discourse.org/t/creating-and-using-invites/263314 "2026-03-03T20:52:03Z")
:bookmark: This guide explains how to enable and utilize invitations in your Discourse community to enhance user engagement by bringing new members. :person\_raising\_hand: Required user level: Trust Level 2 (default) or… --- ## [Set up Microsoft Teams notifications using the discourse-chat-integration plugin](https://meta.discourse.org/t/set-up-microsoft-teams-notifications-using-the-discourse-chat-integration-plugin/159193)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 28\ **Last updated:** [August 8, 2025, 12:06pm UTC](https://meta.discourse.org/t/set-up-microsoft-teams-notifications-using-the-discourse-chat-integration-plugin/159193 "2025-08-08T12:06:20Z")
This guide describes how to set up the Microsoft Teams provider included in discourse-chat-integration . Setup Microsoft Teams In Microsoft Teams: From the vertical navigation bar on the left, click the ellipsis but… --- ## [Creating and managing polls](https://meta.discourse.org/t/creating-and-managing-polls/77548)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 25\ **Last updated:** [March 3, 2026, 4:10am UTC](https://meta.discourse.org/t/creating-and-managing-polls/77548 "2026-03-03T04:10:39Z")
:bookmark: This guide explains how to create polls in Discourse to gather votes from users on any topic. :person\_raising\_hand: Required user level: All users :information\_source: By default, polls are enabled in Di… --- ## [Admin dashboard report reference guide](https://meta.discourse.org/t/admin-dashboard-report-reference-guide/240233)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 31\ **Last updated:** [March 3, 2026, 12:16am UTC](https://meta.discourse.org/t/admin-dashboard-report-reference-guide/240233 "2026-03-03T00:16:15Z")
:bookmark: This is a reference guide for describing how the Admin Dashboard Reports function, the data they’re displaying, the corresponding Data Explorer SQL queries, and where to find the Ruby code for each report. … --- ## [Managing AI credentials](https://meta.discourse.org/t/managing-ai-credentials/397407)
**Author:** [@sam](https://meta.discourse.org/u/sam)\ **Replies:** 0\ **Last updated:** [March 2, 2026, 4:28am UTC](https://meta.discourse.org/t/managing-ai-credentials/397407 "2026-03-02T04:28:45Z")
:bookmark: This guide covers creating, managing, and using AI credentials (shared secrets) across LLMs, embedding models, and custom AI tools in the Discourse AI plugin. :person\_raising\_hand: Required user level: Admin… --- ## [Discourse AI - AI bot](https://meta.discourse.org/t/discourse-ai-ai-bot/266012)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 49\ **Last updated:** [March 1, 2026, 1:24am UTC](https://meta.discourse.org/t/discourse-ai-ai-bot/266012 "2026-03-01T01:24:09Z")
:bookmark: This guide explains how to enable and configure the AI bot feature of the Discourse AI plugin. :person\_raising\_hand: Required user level: Administrator The smart chatbot can answer all questions about your… --- ## [Discourse AI - Helper](https://meta.discourse.org/t/discourse-ai-helper/283943)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 15\ **Last updated:** [January 5, 2025, 4:45pm UTC](https://meta.discourse.org/t/discourse-ai-helper/283943 "2025-01-05T16:45:24Z")
:bookmark: This guide explains how to set up and use the Helper feature of the Discourse AI plugin, including its capabilities and configuration options. :person\_raising\_hand: Required user level: Administrator Helpe… --- ## [Performing bulk actions as a moderator](https://meta.discourse.org/t/performing-bulk-actions-as-a-moderator/272832)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 5\ **Last updated:** [September 3, 2023, 7:51pm UTC](https://meta.discourse.org/t/performing-bulk-actions-as-a-moderator/272832 "2023-09-03T19:51:54Z")
:bookmark: This reference guide describes the types of bulk actions available for moderators and site admins to perform on topics through the Discourse UI. :person\_raising\_hand: Required user level: Moderator or Admini… --- ## [Creating consistent admin interfaces](https://meta.discourse.org/t/creating-consistent-admin-interfaces/326780)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 3\ **Last updated:** [September 18, 2024, 6:11am UTC](https://meta.discourse.org/t/creating-consistent-admin-interfaces/326780 "2024-09-18T06:11:05Z")
These guidelines aim to create a cohesive admin interface, focusing on usability, accessibility, and a structured layout. See the table of contents for what is included and to navigate to each section easily. Note: The … --- ## [Impersonate a user and returning to admin user](https://meta.discourse.org/t/impersonate-a-user-and-returning-to-admin-user/119683)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 4\ **Last updated:** [February 25, 2026, 10:38pm UTC](https://meta.discourse.org/t/impersonate-a-user-and-returning-to-admin-user/119683 "2026-02-25T22:38:39Z")
:bookmark: This guide explains how to impersonate a user in Discourse and return to your admin account. This is useful when you need to troubleshoot issues faced by a specific user or verify their permissions. … --- ## [Using Discourse Index](https://meta.discourse.org/t/using-discourse-index/308031)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 0\ **Last updated:** [May 15, 2024, 6:02am UTC](https://meta.discourse.org/t/using-discourse-index/308031 "2024-05-15T06:02:25Z")
Topics showing how to use Discourse by reading and writing content, and navigating Discourse sites. General Usage New user guide: Understanding Discourse for new users Activity summary emails: Managing Activity Summary… --- ## [Automate the syncing of Discourse queries to Google Sheets](https://meta.discourse.org/t/automate-the-syncing-of-discourse-queries-to-google-sheets/394473)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 0\ **Last updated:** [January 27, 2026, 6:31pm UTC](https://meta.discourse.org/t/automate-the-syncing-of-discourse-queries-to-google-sheets/394473 "2026-01-27T18:31:01Z")
Sync Discourse Data Explorer queries to Google Sheets :bookmark: This how-to guide explains how to automate importing Discourse Data Explorer query results into Google Sheets using Google Apps Script. … --- ## [Run Data Explorer queries with the Discourse API](https://meta.discourse.org/t/run-data-explorer-queries-with-the-discourse-api/120063)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 14\ **Last updated:** [May 6, 2025, 5:15pm UTC](https://meta.discourse.org/t/run-data-explorer-queries-with-the-discourse-api/120063 "2025-05-06T17:15:01Z")
:bookmark: This guide explains how to use the Discourse API to create, run, and manage queries with the Data Explorer plugin. :person\_raising\_hand: Required user level: Administrator Virtually any action that can b… --- ## [Replace Discourse's default SVG icons with custom icons in a theme](https://meta.discourse.org/t/replace-discourses-default-svg-icons-with-custom-icons-in-a-theme/115736)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 10\ **Last updated:** [February 24, 2026, 9:24pm UTC](https://meta.discourse.org/t/replace-discourses-default-svg-icons-with-custom-icons-in-a-theme/115736 "2026-02-24T21:24:39Z")
You can replace a Discourse’s default SVG icons individually or as a whole with your own custom SVG and override them within a theme or theme component. Step 1 - Create an SVG Spritesheet To get started, you must create… --- ## [Configure Discord Login for Discourse](https://meta.discourse.org/t/configure-discord-login-for-discourse/127129)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 5\ **Last updated:** [February 24, 2026, 6:57pm UTC](https://meta.discourse.org/t/configure-discord-login-for-discourse/127129 "2026-02-24T18:57:59Z")
:bookmark: This guide explains how to set up and configure Discord as a login option for your Discourse forum, including how to restrict access to specific Discord guilds. :person\_raising\_hand: Required user level: Adm… --- ## [Page Publishing](https://meta.discourse.org/t/page-publishing/151971)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 65\ **Last updated:** [January 23, 2026, 12:35pm UTC](https://meta.discourse.org/t/page-publishing/151971 "2026-01-23T12:35:20Z")
:bookmark: This guide covers how to use the Page Publishing feature on Discourse. This feature allows Staff users to convert a topic into a standalone static page with custom styling. Examples include the Terms of Servi… --- ## [Change staff email address from console](https://meta.discourse.org/t/change-staff-email-address-from-console/42062)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 1\ **Last updated:** [February 23, 2026, 3:30am UTC](https://meta.discourse.org/t/change-staff-email-address-from-console/42062 "2026-02-23T03:30:15Z")
:bookmark: This guide describes how to change a staff member’s email address from the console using the Rails console. It applies to situations where an administrator needs to update an email without confirmation from t… --- ## [Customizing trust level promotion messages for new users](https://meta.discourse.org/t/customizing-trust-level-promotion-messages-for-new-users/193270)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 19\ **Last updated:** [February 20, 2026, 9:50am UTC](https://meta.discourse.org/t/customizing-trust-level-promotion-messages-for-new-users/193270 "2026-02-20T09:50:24Z")
:bookmark: This guide explains how to set up customized trust level promotion messages for new users, replacing the default Discourse narrative bot welcome process. :person\_raising\_hand: Required user level: Administra… --- ## [Configure Discourse to use a separate PostgreSQL server](https://meta.discourse.org/t/configure-discourse-to-use-a-separate-postgresql-server/46375)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 50\ **Last updated:** [January 8, 2026, 8:30pm UTC](https://meta.discourse.org/t/configure-discourse-to-use-a-separate-postgresql-server/46375 "2026-01-08T20:30:56Z")
Let’s say you’re using AWS RDS, or an existing PostgreSQL server managed elsewhere. It’s fairly straightforward to get Discourse to use such a setup, without needing to grant superuser privileges to anything that Discou… --- ## [Adding preview screenshots to Discourse themes](https://meta.discourse.org/t/adding-preview-screenshots-to-discourse-themes/365083)
**Author:** [@system](https://meta.discourse.org/u/system)\ **Replies:** 3\ **Last updated:** [February 18, 2026, 10:41pm UTC](https://meta.discourse.org/t/adding-preview-screenshots-to-discourse-themes/365083 "2026-02-18T22:41:48Z")
:bookmark: This guide explains how to add preview screenshots to your Discourse theme to showcase how it looks in both light and dark modes. :person\_raising\_hand: Required user: Theme developers Adding preview scre… --- ## [Understanding suggested topics logic](https://meta.discourse.org/t/understanding-suggested-topics-logic/252936)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 2\ **Last updated:** [April 25, 2024, 11:59pm UTC](https://meta.discourse.org/t/understanding-suggested-topics-logic/252936 "2024-04-25T23:59:55Z")
:bookmark: This is a guide that explains the logic Discourse uses to determine which suggested topics appear at the bottom of the topic you are currently reading. :person\_raising\_hand: Required user level: Any Sugges… --- ## [Track Button Clicks on Discourse with Google Tag Manager](https://meta.discourse.org/t/track-button-clicks-on-discourse-with-google-tag-manager/395803)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 0\ **Last updated:** [February 11, 2026, 2:27pm UTC](https://meta.discourse.org/t/track-button-clicks-on-discourse-with-google-tag-manager/395803 "2026-02-11T14:27:28Z")
:bookmark: This guide explains how to use Google Tag Manager (GTM) to track specific button clicks on your Discourse site, such as “Sign Up”, “Log In”, or “Reply”. :person\_raising\_hand: Required user level: Administrat… --- ## [Upcoming Changes](https://meta.discourse.org/t/upcoming-changes/395390)
**Author:** [@lindsey](https://meta.discourse.org/u/lindsey)\ **Replies:** 0\ **Last updated:** [February 10, 2026, 1:26pm UTC](https://meta.discourse.org/t/upcoming-changes/395390 "2026-02-10T13:26:19Z")
The Upcoming Changes system helps admins understand, test, and manage new features and changes coming to Discourse before they’re fully deployed. Accessing Upcoming Changes Navigate to Admin \> Upcoming Changes (or visit… --- ## [Summarize - Gists](https://meta.discourse.org/t/summarize-gists/340269)
**Author:** [@Saif](https://meta.discourse.org/u/Saif)\ **Replies:** 2\ **Last updated:** [February 6, 2026, 10:19pm UTC](https://meta.discourse.org/t/summarize-gists/340269 "2026-02-06T22:19:44Z")
:bookmark: This guide explains how to enable and configure Gists, which is part of the Summarize feature of the Discourse AI plugin. :person\_raising\_hand: Required user level: Administrator Gists are short AI summari… --- ## [Install Discourse in production with the official supported instructions](https://meta.discourse.org/t/install-discourse-in-production-with-the-official-supported-instructions/142537)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 0\ **Last updated:** [February 25, 2020, 12:52am UTC](https://meta.discourse.org/t/install-discourse-in-production-with-the-official-supported-instructions/142537 "2020-02-25T00:52:05Z")
Our install guide lives in GitHub alongside Discourse code at discourse/docs/INSTALL-cloud.md at main · discourse/discourse · GitHub. Last edited by @Falco 2026-02-04T21:00:34Z (UTC) ▶ Check document --- ## [Formatting posts using markdown, BBCode, and HTML](https://meta.discourse.org/t/formatting-posts-using-markdown-bbcode-and-html/239348)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 16\ **Last updated:** [January 26, 2026, 6:47pm UTC](https://meta.discourse.org/t/formatting-posts-using-markdown-bbcode-and-html/239348 "2026-01-26T18:47:37Z")
:bookmark: This reference guide details all the formatting options available in Discourse posts, including markdown, BBCode, and HTML. It specifies what is supported and provides resources where you can see examples. … --- ## [AI bot - Custom tools](https://meta.discourse.org/t/ai-bot-custom-tools/314103)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 7\ **Last updated:** [January 25, 2026, 3:10pm UTC](https://meta.discourse.org/t/ai-bot-custom-tools/314103 "2026-01-25T15:10:38Z")
:bookmark: This guide explains how to create, configure, and integrate custom AI tools within the Discourse AI plugin, enabling administrators to extend the bot’s capabilities with user-defined JavaScript functions. … --- ## [Discourse AI - Related topics](https://meta.discourse.org/t/discourse-ai-related-topics/281807)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 11\ **Last updated:** [August 29, 2025, 11:21pm UTC](https://meta.discourse.org/t/discourse-ai-related-topics/281807 "2025-08-29T23:21:09Z")
:bookmark: This guide explains how to enable and configure the Related topics feature of the Discourse AI plugin. :person\_raising\_hand: Required user level: Administrator Related topics helps users discover relevant … --- ## [Find a translation key with verbose localization](https://meta.discourse.org/t/find-a-translation-key-with-verbose-localization/134651)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 3\ **Last updated:** [January 22, 2026, 2:57pm UTC](https://meta.discourse.org/t/find-a-translation-key-with-verbose-localization/134651 "2026-01-22T14:57:03Z")
:bookmark: This documentation explains how to use verbose localization to find translation keys for custom text in Discourse. :person\_raising\_hand: Required user level: Administrator Finding a translation key using … --- ## [Configuring X login and rich embeds for Discourse](https://meta.discourse.org/t/configuring-x-login-and-rich-embeds-for-discourse/13395)
**Author:** [@Discourse](https://meta.discourse.org/u/Discourse)\ **Replies:** 142\ **Last updated:** [January 20, 2026, 10:37pm UTC](https://meta.discourse.org/t/configuring-x-login-and-rich-embeds-for-discourse/13395 "2026-01-20T22:37:19Z")
:bookmark: This guide explains how to set up Twitter login and rich embeds for your Discourse forum. :person\_raising\_hand: Required user level: Administrator :warning: In order for rich embeds to work properly, a Bas… [Previous page](https://meta.discourse.org/c/documentation/10.md?page=7) [Next page](https://meta.discourse.org/c/documentation/10.md?page=9)