Administrators in Access LMS Evo can use Finder Editor to customise the categories, content, or events available to users in Finder. This helps users discover relevant learning materials and upcoming events that match their interests or learning goals.
Categories in Finder Editor group related content or events together, multi-level subcategories help organise content into more specific topics.
📌 Note: Content published to Finder before the release of Finder Editor are managed in the administration area of the content. Follow the relevant guidance to do this on LMS Hub or LMS² sites. Establish if a category was created outside of Finder Editor by the note and pencil icon.
Watch the video below to learn more about Finder Editor.
Create a face for an organisation
A Face is a custom view of Finder designed for a specific organisation. This allows administrators to personalise the content or events shown in Finder, and how they are categorised for learners. All organisations require a one-time set-up of a face.
To create a Face for a specific organisation, follow the steps below.
⚠️ Important: It's not possible to delete a face once created.
Switch to admin view.
Click Content, then click Finder Editor.
Click the + Plus icon.
Enter a title, this cannot be changed once confirmed.
Click Confirm.
Select the relevant organisation then click Confirm.
Click Confirm.
Category types in Finder Editor
The table below details how to manage each category type in Finder Editor.
Category | Description |
Finder Editor categories | Categories created in Finder Editor display a pen icon within the three-dot menu.
Use this to edit details and manage content. |
Pre-existing legacy categories | Categories created outside of Finder Editor show a note icon labelled Legacy in the three-dot menu and can't be edited in Finder Editor.
Use the icon to open Manage Content. Here you can publish or remove content as required.
|
Change how events display in Finder
As an administrator, you can choose how events display in Finder. You can set whether learners view events by categories or by a calendar-based layout.
To change how users view events in Finder follow the steps below:
Switch to admin view.
Click Content, then click Finder Editor.
Click Events.
Select your organisation's face if required.
Turn the show events organised by categories toggle on or off as needed.
Click Save.
📌 Note: A face must be created for your organisation to enable viewing events by categories.
Create categories and subcategories in Finder Editor
Administrators can customise the content or events available to users in Finder by creating categories. Categories group similar content or events together, subcategories provide more specific topics. For example, a Health and Safety category including subcategories such as Fire Safety and Manual Handling.
To create a new category in Finder Editor, watch the video or follow the steps below.
Switch to admin view.
Click Content, then click Finder Editor.
Click Library or Events.
Select your organisation's face if required.
Click Add Category.
Enter a title and description, then select the colour of the category card.
Select an icon to represent the category if required, then click Content.
Search for and select the content to include.
To restrict visibility of the category, click Visibility.
Turn on the Restrict Visibility toggle, then select a Team and click Confirm.
Use the Move icon to set the position of the category in Finder.
Turn on the category status toggle to make it visible in Finder.
Click Save.
📌 Note: Teams marked with an asterisk (*) are system-generated and won’t appear in the Teams picker when restricting visibility. Super Administrators will see all org teams they’ve created, along with any role-based teams. Administrators will only see teams created by their organisation.
Create a subcategory
Administrators can create additional subcategories within categories that appear as filters in Finder. This organises content or events into more specific groups, making it easier to manage and helping users narrow their search using filters.
To create multi-level subcategories, follow the steps below.
Switch to admin view then click Content and Finder Editor.
Click Library or Events.
Select your organisation's face if required.
Click the three-dot menu for the relevant category and then click + Add.
Enter a title and click Content.
Select relevant content or events.
Click Confirm.
Publish content and events to a category
Administrators can add content and events to categories or subcategories created in Finder editor. This publishes the content or events to Finder under the selected category, making it easy for users to find.
To add content or events to a category or subcategory in Finder Editor, follow the steps below.
Switch to admin view.
Click Content, then select Finder Editor.
Click Library or Events.
Select your organisation's face if required.
Click the three-dot menu next to the relevant category or subcategory.
Click the Pencil icon.
Click the Content tab, then search for and select content.
Click Confirm.
Edit or remove a category or subcategory
To make changes or remove a category created in Finder Editor, follow the steps below.
Switch to admin view.
Click Content, then click Finder Editor.
Click Library or Events.
Select your organisation's face if required.
Click the three-dot menu next to the relevant category or subcategory.
Click the pencil icon to edit or the trash icon to delete.
📌 Note: Management of syndicated categories and categories created outside of Finder Editor differ depending on site set-up.