Create Editorial Roles
Editorial roles define the responsibilities of users involved in managing the editorial workflow.
Common editorial roles include:
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Journal Manager
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Editor-in-Chief
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Associate Editor
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Section Editor
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Managing Editor
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Editorial Assistant
To create a new editorial role:
Step 1: Create Role
Click Create Role.
Step 2: Enter Role Details
Enter the Role Name.
Example:
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Journal Manager
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Editor-in-Chief
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Associate Editor
Step 3: Assign Permissions
Select the permissions required for the role.
The detailed explanation of each permission is covered in the next section of this guide.
Step 4: Auto-Include as Participant to Stages
Choose whether users assigned to this role should automatically participate in every new manuscript workflow.
Auto-Include as Participant to Stages
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Yes – The user is automatically added to all new submissions at the selected workflow stages.
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No – The user must be assigned manually to individual submissions.
This option is recommended for roles such as Journal Manager or Editor-in-Chief, who oversee all manuscript submissions.
Step 5: Add Users
Click Add New.
You can either:
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Select an existing user from the list, or
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Click Invite User to invite a new user.
