# Manage Facilitators (/how-to/activities/manage-facilitators)



Use this guide when you need to define staff roles for an activity. Facilitator roles represent the types of staff members who run or assist with an activity -- for example, a Captain, Guide, Instructor, or First Mate. Once created, facilitator roles can be assigned to specific bookings so you know who is working each trip.

Create a Facilitator Role [#create-a-facilitator-role]

1. Go to **Activities > \[Activity Name] > Settings > Facilitator Roles**.
2. Click **Add Role**.
3. Enter a **Role Name** (max 150 characters). Examples: Captain, First Mate, Guide, Instructor, Assistant, Crew Member.
4. Click **Create Role**.

The role is immediately available and appears in the roles table.

Quick Select Common Roles [#quick-select-common-roles]

The creation dialog offers quick-select buttons for common role names: Captain, First Mate, Guide, Instructor, Assistant, and Crew Member. Click one to pre-fill the name field.

Edit a Facilitator Role [#edit-a-facilitator-role]

1. In the Facilitator Roles table, click the row of the role you want to edit (or click the edit icon).
2. Modify the **Role Name** in the dialog.
3. Click **Save Changes**.

Delete a Facilitator Role [#delete-a-facilitator-role]

1. Click the trash icon next to the role you want to remove.
2. Confirm the deletion when prompted.

Deleting a role removes it from the activity. If the role was assigned to any future bookings, those assignments will be cleared.

How Facilitator Roles Are Used [#how-facilitator-roles-are-used]

After creating roles, they become available when managing individual bookings. You or your team can assign specific staff members to each role for a given booking. This information:

* Appears on booking details in the dashboard.
* Can be included in confirmation emails sent to customers (if configured in Communication settings).
* Helps with staff scheduling and accountability.

Tips [#tips]

* Create roles that match your real operational structure. If every tour has a guide and a safety officer, create both roles.
* Roles are specific to each activity. If you have the same role across multiple activities, you need to create it on each one. Consider using [Clone Activity](/how-to/activities/clone-an-activity) to copy roles along with other settings.
* You can have as many roles as needed per activity. There is no limit.