Integrate with Discourse
Discourse is popular and powerful open source discussion forum software. Memberful integrates directly with Discourse, making it easy to create a members only discussion forum. See this Discourse install tutorial for more information on getting started with Discourse.
In this help doc:
- Connect Memberful to Discourse.
- Set your Discourse Groups.
- Protect your Discourse Categories.
- Disallow anonymous access (optional).
- Set up Discourse admins.
- Add a signup link.
- Disable Discourse integration.
Connect Memberful to Discourse
Navigate to Settings → Integrate → Services in your Memberful dashboard, and activate the Discourse integration.
You'll need to enter some information about your Discourse site. The Username and Email must be for the Discourse admin. You must generate an API Key via Admin → API.
Now you're connected!
Advanced: Discourse Settings
When Memberful connects to Discourse it changes some of your default Discourse settings. A list of those changed settings is below.
Settings → Login
enable sso provider:On
sso url:Set by Memberful
sso secret:Set by Memberful
sso overrides email:On
sso overrides name:On
Settings → Users
Settings → Posting
display name on posts:On
Settings → Other
send welcome message:Off
Set your Discourse Groups
After you've connected to Discourse, you'll see a new option when editing a Memberful Plan. When you set a Discourse Group, we'll automatically add and sync active (paying) Plan subscribers to that Discourse Group. If a member's subscription expires, they will be removed from the Discourse Group.
Protect your Discourse Categories
To leverage the Discourse Groups you've set up, you'll need to change the security settings on your Discourse Categories. To do that click on a Discourse Category and then click the Edit button.
Now, visit the Security settings and require the Discourse Group you set for Memberful to access that Discourse Category.
Disable default categories
Default Discourse categories like Meta don't have security settings. If you want a "members only" forum, don't use the default categories.
Disable posting to Uncategorized
You'll notice that the Uncategorized Category does not have a Security tab. You can disable posting to the Uncategorized Category by visiting Admin → Settings → Posting.
Disallow anonymous access
If you're running a protected Discourse forum, we also recommend disallowing anonymous access from Settings → Login.
Keep in mind, if you disallow anonymous access, all members will need to sign in to Memberful to view your forum.
Set up Discourse admins
We have a security setting that doesn't allow Memberful non-admins to be Discourse admins. This is necessary because we don't confirm email address ownership. The solution is to create your Discourse admins as Memberful staff. Navigate to Settings → Staff from your Memberful dashboard to set up staff.
Access the forum as an admin
We use the member login page for SSO since the vast majority of Discourse users are members. If you want to access your Discourse forum as an admin, make sure to sign in to your Memberful dashboard first.
Make a paying member a moderator
If you set a paying member as a Discourse admin, we will remove the admin flag the next time we sync the member. This is to protect your Discourse admin account. However, we don't touch the Moderator flag, so your paying members can be Discourse moderators.
Add a signup link
Learn how Discourse handles SSO by default. To add a signup link to your Discourse discussion forum, create a Memberful Plan, copy the Plan purchase link, and add it to your website or forum notice. Or, customize your Discourse header to include the link.
Disable Discourse integration
When you disable our Discourse integration, we try to disable Memberful Single Sign On (SSO) on your forum. Once the integration is successfully disabled, you (and your members) will be able to log in to the forum normally.
If you are unable to log in to your forum after you've disabled our integration, log in via this URL to fix your Discourse settings:
Related help docs:
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