Post-Installation Configuration

Configuring your Workbench after installation — email, public URL, AI providers, connection limits, and operational setup

Start here: Log in as admin@example.com with password admin123. Change the password immediately. Register your own email address and promote it to Admin.

Basic Setup

After installation, go to Admin → Setup and review all settings. The most critical are: Email Sender Address (must be a valid address or emails won't deliver), Public URL (the hostname users reach the Workbench at, used for links in emails), and Password Policy (default is medium; adjust to your security needs).

AI Provider Configuration

AI features — the recipe assistant, AI agents, and text-to-speech — require an AI provider. The Workbench does not ship with any preconfigured providers or API keys. You must configure your own: add a provider (Anthropic, Ollama for local models, or any OpenAI-compatible API such as DeepSeek), supply your API key, and enable it. Admin → Setup → AI Providers. Providers can be enabled or disabled per instance. See the AI Providers page for detailed setup instructions.

Single-User Workstation

You can log in initially with the default admin@example.com account, but you must register a real email address — verify it and promote it to Admin. Without a valid email, you cannot email recipe output, charts, or reports to yourself. After that, configure database connections, add AI providers, and start building recipes.

Group Workstation

Same basic setup as single-user. Create user groups to share recipes, datasets, and database connections. You can pre-register users or let them self-register. Configure group permissions and sharing policies.

Public-Facing Setup

For public access, you need: a DNS hostname, a reverse proxy (NGINX recommended), an HTTPS certificate (Let's Encrypt via certbot), performance monitoring, automated restart, and attack detection/suppression. See the Security Guide for details.

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