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Technology supporting people

Kotahi is built to be configured rather than coded. Most of what shapes how your team works is a setting someone on your team can change — no release, and no call to us.

It is worth knowing where the lines fall before you plan a workflow around them.

Anyone holding a Group Manager role or above moves manuscripts through your process: triaging submissions, assigning editors, running review rounds, producing files, and — depending on your instance type — publishing.

No configuration is involved. This is the everyday work.

A Group Admin configures the instance itself:

  • Submission, review and decision forms
  • Task templates and email templates
  • Users, and the roles they hold
  • Integrations — Crossref or DataCite, COAR Notify, Hypothesis, webhooks
  • Your public website content
  • Workflow, production and notification settings

These take effect straight away.

A few things sit below the settings screens:

  • Your instance type — journal, PRC or preprint — which is set in the server configuration and normally fixed once chosen
  • Creating a new group
  • Saving a workflow as a reusable template

That middle one matters if you want to trial a new process alongside your live one. Kotahi can run several groups in a single deployment with their data kept separate, so a pilot need not disturb what you are already doing — but the group itself has to be created for you.

Manuscripts cannot be deleted through the interface, only archived. That is deliberate: the record of what was submitted and reviewed stays intact.

There is one exception, and it is a legal one rather than a product one. Where someone exercises a right to erasure — under the UK GDPR, the EU GDPR or an equivalent law — that obligation sits with whoever operates your instance, and it overrides the design. It is handled as a request, not a button. If you receive one, raise it with your Kotahi contact.