Initial configuration (Admin)
Once in, the admin panel (top menu → Settings) centralises everything that affects the installation: AI, e-mail, users, security and the defaults for reviews.
Recommended order
Site name, logo, default language and theme (light, dark or automatic).
Host, port, user and sender. Run the test send: without SMTP no invitations or notices go out.
Paste the API key, pick the default model and set a monthly cost limit. Each AI feature can be switched on or off separately.
Create the accounts or leave registration open (with manual approval and an allowed e-mail domain if you wish).
All sections
| Section | What you configure |
|---|---|
| General | Name, URL, language, time zone, default theme. |
| Claude (AI) | API key (stored encrypted), models, budget, active features. |
| Google Translate | Project and credentials to translate abstracts and the interface. |
| Email (SMTP) | Mail delivery and test. |
| Other APIs | Contact e-mail for PubMed, Unpaywall, CrossRef (needed for "polite" calls). |
| Security | Minimum password length, login attempts, lockout, forced HTTPS, 2FA. |
| Users | Accounts, roles (owner, admin, user), invitation links, registration. With the Community licence, at most 10 active users. |
| Reviews (defaults) | Default screening mode and exclusion reasons for new reviews. |
| Files | Maximum PDF size and allowed types. |
| Languages | Active languages and custom interface translations. |
| Full text (APIs) | Automatic PDF retrieval sources and their order. |
| Reports | Full-text coverage per review. |
| Maintenance | Scheduled tasks (cron), updates, automatic backups every 2 hours, manual backups, maintenance mode, cleanup. |
| Background jobs | Worker status and task queue. |
| Legal pages | Privacy policy and terms of use (templates in three languages). |
| About / Licence | Installed version and registered licence. |
Platform roles
- Owner: everything. There is always at least one and they cannot delete themselves.
- Admin: settings and users, but cannot demote the owner.
- User: creates and takes part in reviews. Permissions inside each review are set by its coordinator (chapter 11).
Legal pages
Admin → Legal pages generates the privacy policy and terms of use from templates with the institution name, contact e-mail and date. Review them before opening registration: users accept them when creating an account.
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