> For the complete documentation index, see [llms.txt](https://docs.nested-knowledge.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.nested-knowledge.com/your-nests/nest-settings.md).
# Nest Settings
Manage nest-wide access, workflow settings, versions, and lifecycle actions.
**Settings** controls the parts of a nest that affect your whole review. Use it to manage access, select workflow modes, save versions, and copy, rename, or delete the nest.
Many settings belong to a specific workflow stage. This page covers nest-wide controls and links to stage-specific guidance.
### Open Settings
In a nest, select **Settings** beneath **Nest Home** and **Activity**. Only the nest **Owner** and **Admins** can open **Settings**.
If you can't see **Settings**, ask the nest **Owner** or an **Admin** to grant you **Admin** access. See [Roles](/collaborate/member-management/roles.md) for each role's permissions.
Open Settings from the Nest Home navigation menu.
### Settings That Apply To The Whole Nest
These controls affect the nest itself, rather than one workflow stage.
#### Allocation
**Allocation** lets you assign records to reviewers across your review workflow. When enabled, it adds an **Allocation** page beneath **Nest Home**.
For setup and assignment steps, see [Allocation](/collaborate/allocation.md).
#### Nest Versions
A version saves the nest at the current point in time. Save versions before major changes or at meaningful review milestones.
You save versions manually. Restoring a version creates an editable copy of the saved nest. Learn how to [save and restore Nest Versions](/your-nests/nest-versions.md).
#### Notifications
Notifications keep the relevant people informed about search updates and included-record corrections.
* **Search** — Send a notification when a scheduled search retrieves new records. Choose the **Owner**, **Admins**, or both.
* **Retraction** — Send a notification when an included record is retracted or corrected. Choose the **Owner**, **Admins**, or both.
Choose who receives Search and Retraction notifications.
#### Copy, Rename, And Delete A Nest
**Rename** a nest when its scope or working title changes. The new name appears to everyone who can access the nest.
**Copy** a nest before a significant, irreversible change. For example, changing a screening mode after screening begins can discard work. A copy preserves a version you can return to if needed.
**Delete** a nest when it is no longer needed. Only the nest **Owner** can delete a nest. **Admins** can't delete it or reassign ownership.
#### Reset Ref IDs
Every record receives a sequential **Ref ID**. Deleting records doesn't reset the counter.
Use **Reset Ref ID** after deleting all searches in a nest and before importing replacement records. It returns the counter to 1. The action only works when the nest is empty. It also clears **Duplicate Review** data.
Reset Ref IDs only after removing all searches from the nest.
### Where To Find The Remaining Settings
The following settings are documented with the workflow stage or collaboration task where you use them:
* **Access** — Add or remove people and Organizations from the nest. See [Sharing and Access](/collaborate/sharing-and-access.md).
* **Synthesis display** — Choose which outputs appear in **Synthesis**. See [Set up Synthesis.](/review-workflow/synthesis/set-up-synthesis-outputs.md)
* **Screening mode** — Choose the reviewer and pass structures before screening. See [Configuring Screening](/review-workflow/screening/configure-screening.md).
* **Screening Model** — Generate probabilities and configure **Robot Screener** for **Dual Screening**. See [Robot Screener](/review-workflow/screening/exclusion-based-screening/robot-screener.md).
* **Import** — Import data at each stage of your review. See [Migrate to NK.](/get-started/migrate-to-nk.md)
* **Tagging** — Choose the tagging mode and control use of Smart Tags. See [Configure Tagging.](/review-workflow/tagging/configure-tagging.md)
* **Meta-Analytical Extraction mode** — Configure MA Extraction and user mode. See [Extraction for meta-analysis](/review-workflow/meta-analytical-extraction.md).
* **Critical Appraisal** — Configure Critical Appraisal system and user mode. See [Critical Appraisal](/review-workflow/critical-appraisal.md).
* **Blinding and queue order** — Control reviewer visibility and how records appear in the screening queue. See [Configuring Screening](/review-workflow/screening/configure-screening.md).
---
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