documentation/content/en/admin/setup.md

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---
title: Setting up your new instance
description: Things to do after installing Mastodon
menu:
docs:
weight: 50
parent: admin
---
## Creating an admin account {#admin}
### In the browser {#admin-gui}
After signing up in the browser, you will need to use the command line to give your newly created account admin privileges. Assuming your username is `alice`:
```bash
RAILS_ENV=production bin/tootctl accounts modify alice --role Owner
```
Update content for 4.0 (part 1) (#991) * add rules * join date on profiles * deprecate follow scope * deprecate identity proofs * familiar followers * use definition lists instead of tables for defining activitypub properties * reformat notifications page into markdown * fix broken links to publicKey header * Application website is now nullable * update environment variables added and removed * fix typo * fix heading level * min_id and max_id can be used at the same time (3.3) * fix typo * new tootctl options * reformat tootctl page to use definition lists for params * add rules and configuration to Instance * fix typo * refactor instance api page * 3.3.0 duration on mutes * 3.3.0 mute_expires_at * improve section headings * 3.4.0 resend email confirmation api * 3.4.0 policy on push subscriptions * 3.4.0 add details to account registration error * refactor accounts api page and start adding relrefs to entity pages * 3.4.0 accounts/lookup api * add see also to accounts methods * add more see-also links * 3.5.0 appeal mod decisions * 3.5.0 reformat reports and add category/rule_ids params * document report entity and missing responses * fix typos * fix relrefs and url schema, add aliases to old urls * add archetypes for new methods/entities * update archetypes with see-also stubs * clearer presentation of rate limits * announcements api methods * refactor apps methods * refactor bookmarks methods + some anchors * refactor conversations methods * custom_emojis methods refactor * anchors * refactor directory methods * refactor domain_blocks methods * add see also to emails methods * fix page relref shortcodes to specific methods + refactor endorsements methods * min_id max_id * refactor favourites methods * refactor featured_tags methods * refactor filters methods, make path params consistent, i18n required shortcode * follow_requests methods * lists methods * markers methods * forgot to add entity links * media methods, also fix formatting of some json errors * mutes methods, add more see-also links * oembed methods * preferences methods * proofs methods * push methods * suggestions methods * 3.5.0 add new trend types, fix formatting * refactor streaming methods * refactor oauth methods * note that streaming api casts payload to string * refactor search methods * refactor polls methods * remove unnecessary link * reformat scheduled_statuses methods * reformat timelines methods * reformat statuses methods * 3.5.0 editing statuses * consistent use of array brackets in form data parameters * update dev setup guide, add vagrant and clean up text * add admin/accounts methods * 3.6 role entity * admin/accounts methods v2 * minor fix * stub admin/reports methods * document admin reports * add 403 example to methods archetype * cleanup entities for admin reports and add new attrs * 3.6.0 domain allows methods + normalize admin entity namespace * fix search-and-replace error * add aliases for admin entities * 3.6.0 canonical email blocks entity * 3.5.0 admin/retention api * 3.5.0 add admin::ip doc * 3.5.0 admin/reports * 3.6.0 admin/domain_allows * 3.5.0 admin/dimensions * 3.6.0 permissions and roles * minor formatting fix * add anchor link to headings * checkpoint * add update commands to dev env setup guide * change mentions of v3.6 to v4.0 * tootctl now uses custom roles * fix formatting * v2 instance api * update frontmatter, add better titles to pages * minor wording change * consistency * add more aliases * add placeholders and WIP notices * explain link pagination and stub out todos * switch baseURL to https * 422 on reports with rules but category!=violation * document bug fixes * fix typo * remove duplicate API method definition * s/tootsuite/mastodon for github links * remove unnecessary escaping * s/tootsuite/mastodon in Entity archetype * add missing nullable shortcode * clarify oauth scope when requesting a user token * api/v2/media now synchronous for images * DISALLOW_UNAUTHENTICATED_API_ACCESS * add undocumented env variables * add instance domain blocks and extended description api * add SMTP_ENABLE_STARTTLS * add description to SMTP_ENABLE_STARTTLS * take suggestions from open PRs * normalize links and flavour language * Fully document streaming API based on source code * Add mention of MIME types * bump to ruby 3.0.4 * clarify how to check on async media processing * validation of replies_policy * remove TODOs on admin account action * EmailDomainBlocks * IpBlocks * Admin::DomainBlock * remove TODOs * following hashtags * followed_tags * remove reference to unused parameter * add new oauth scopes for admin blocks and allows * fix command signature for i18n-tasks normalize * reformat code structure page * document fixes for following tags (assume 4.0.3) * Add warning about pre-4.0 hardcoded roles * add note about case sensitivity * remove use of 'simply' from docs * remove reference to silencing * add reference to IDN normalization for verified links * add lang parameter
2022-11-20 07:34:38 +01:00
{{<hint style="warning">}}
Prior to Mastodon 4.0, roles were hardcoded to be one of `user`, `moderator`, or `admin`. Since Mastodon 4.0, there is a customizable role system, with default roles created for `Moderator`, `Admin`, and `Owner`. Names of custom roles are case-sensitive.
{{</hint>}}
### From the command line {#admin-cli}
You can create a new account using the command-line interface.
```bash
RAILS_ENV=production bin/tootctl accounts create \
alice \
--email alice@example.com \
--confirmed \
--role Owner
```
A randomly generated password will be shown in the terminal.
## Filling in server information {#info}
After logging in, navigate to the **Site settings** page. While there are no technical requirements for filling in this information, it is considered crucial for operating a server for humans.
| Setting | Meaning |
| :--- | :--- |
| Contact username | Your username so people know who owns the server |
| Business e-mail | An e-mail address so people locked out of their accounts, or people without accounts, can contact you |
| Instance description | Why did you start this server? Who is it for? What makes it different? |
| Custom extended information | You can put all sorts of information in here but a **code of conduct** is recommended |
Update content for 4.0 (part 1) (#991) * add rules * join date on profiles * deprecate follow scope * deprecate identity proofs * familiar followers * use definition lists instead of tables for defining activitypub properties * reformat notifications page into markdown * fix broken links to publicKey header * Application website is now nullable * update environment variables added and removed * fix typo * fix heading level * min_id and max_id can be used at the same time (3.3) * fix typo * new tootctl options * reformat tootctl page to use definition lists for params * add rules and configuration to Instance * fix typo * refactor instance api page * 3.3.0 duration on mutes * 3.3.0 mute_expires_at * improve section headings * 3.4.0 resend email confirmation api * 3.4.0 policy on push subscriptions * 3.4.0 add details to account registration error * refactor accounts api page and start adding relrefs to entity pages * 3.4.0 accounts/lookup api * add see also to accounts methods * add more see-also links * 3.5.0 appeal mod decisions * 3.5.0 reformat reports and add category/rule_ids params * document report entity and missing responses * fix typos * fix relrefs and url schema, add aliases to old urls * add archetypes for new methods/entities * update archetypes with see-also stubs * clearer presentation of rate limits * announcements api methods * refactor apps methods * refactor bookmarks methods + some anchors * refactor conversations methods * custom_emojis methods refactor * anchors * refactor directory methods * refactor domain_blocks methods * add see also to emails methods * fix page relref shortcodes to specific methods + refactor endorsements methods * min_id max_id * refactor favourites methods * refactor featured_tags methods * refactor filters methods, make path params consistent, i18n required shortcode * follow_requests methods * lists methods * markers methods * forgot to add entity links * media methods, also fix formatting of some json errors * mutes methods, add more see-also links * oembed methods * preferences methods * proofs methods * push methods * suggestions methods * 3.5.0 add new trend types, fix formatting * refactor streaming methods * refactor oauth methods * note that streaming api casts payload to string * refactor search methods * refactor polls methods * remove unnecessary link * reformat scheduled_statuses methods * reformat timelines methods * reformat statuses methods * 3.5.0 editing statuses * consistent use of array brackets in form data parameters * update dev setup guide, add vagrant and clean up text * add admin/accounts methods * 3.6 role entity * admin/accounts methods v2 * minor fix * stub admin/reports methods * document admin reports * add 403 example to methods archetype * cleanup entities for admin reports and add new attrs * 3.6.0 domain allows methods + normalize admin entity namespace * fix search-and-replace error * add aliases for admin entities * 3.6.0 canonical email blocks entity * 3.5.0 admin/retention api * 3.5.0 add admin::ip doc * 3.5.0 admin/reports * 3.6.0 admin/domain_allows * 3.5.0 admin/dimensions * 3.6.0 permissions and roles * minor formatting fix * add anchor link to headings * checkpoint * add update commands to dev env setup guide * change mentions of v3.6 to v4.0 * tootctl now uses custom roles * fix formatting * v2 instance api * update frontmatter, add better titles to pages * minor wording change * consistency * add more aliases * add placeholders and WIP notices * explain link pagination and stub out todos * switch baseURL to https * 422 on reports with rules but category!=violation * document bug fixes * fix typo * remove duplicate API method definition * s/tootsuite/mastodon for github links * remove unnecessary escaping * s/tootsuite/mastodon in Entity archetype * add missing nullable shortcode * clarify oauth scope when requesting a user token * api/v2/media now synchronous for images * DISALLOW_UNAUTHENTICATED_API_ACCESS * add undocumented env variables * add instance domain blocks and extended description api * add SMTP_ENABLE_STARTTLS * add description to SMTP_ENABLE_STARTTLS * take suggestions from open PRs * normalize links and flavour language * Fully document streaming API based on source code * Add mention of MIME types * bump to ruby 3.0.4 * clarify how to check on async media processing * validation of replies_policy * remove TODOs on admin account action * EmailDomainBlocks * IpBlocks * Admin::DomainBlock * remove TODOs * following hashtags * followed_tags * remove reference to unused parameter * add new oauth scopes for admin blocks and allows * fix command signature for i18n-tasks normalize * reformat code structure page * document fixes for following tags (assume 4.0.3) * Add warning about pre-4.0 hardcoded roles * add note about case sensitivity * remove use of 'simply' from docs * remove reference to silencing * add reference to IDN normalization for verified links * add lang parameter
2022-11-20 07:34:38 +01:00
After you fill these in, click “Save changes”.
## Running periodic cleanup tasks {#cleanup}
Mastodon generates some temporary files that are worth cleaning up after a certain amount of time (e.g. to save money on hosting). In general, you want to set up `cron` jobs (or another mechanism) to run these periodic cleanup tasks.
Typically you want to run [`tootctl media remove`](https://docs.joinmastodon.org/admin/tootctl/#media) and [`tootctl preview_cards remove`](https://docs.joinmastodon.org/admin/tootctl/#preview_cards) periodically. These will clean up remote media (e.g. images, videos, audio) and preview cards (e.g. preview images for links) after a certain number of days. (Check the docs for those commands if you want to tweak how old something has to be before it's cleaned up.)
First, run `crontab -e` to edit the cronfile for the `mastodon` user. (If you get a prompt asking which editor to use, choose your favorite editor.)
Next, add something like the following to the bottom of the file:
@weekly RAILS_ENV=production /home/mastodon/live/bin/tootctl media remove
@weekly RAILS_ENV=production /home/mastodon/live/bin/tootctl preview_cards remove
This will run these two commands on a weekly basis.
Finally, save the file. You can use `crontab -l` to verify the configuration.