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 and 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. You can 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 Finder Face for an organisation or organisation unit

A Finder Face is a custom view of Finder for a specific organisation or organisation unit. Administrators can use the Finder Face to personalise the content or events shown in Finder, and how they're categorised for learners. All organisations require a one-time set-up of a Finder Face.

🤓 Tip: Super administrators on Access LMS² sites, can create and manage Finder Faces across all organisations and organisation units, and identify which organisations have no Finder Face configured. Super administrators will see all organisation teams they’ve created, along with any role-based teams, whereas administrators only see teams created by their organisation.

Finder Faces can be assigned to either an organisation or an organisation unit, but not both. Finder Faces for an organisation unit are for high-level audience separation, for example, region or division, whereas for lower-level content control within an audience, administrators can use category visibility restrictions instead.

Learners always see the most specific Finder Face to them. For example, an organisation unit Finder Face always takes precedence over an organisation Finder Face, with fallback to organisation level if no organisation unit Finder Face exists.

To create a Finder Face, follow the steps below.

Switch to admin view.
Click Content, then click Finder Editor.
Click the + plus icon.
Enter a title, then click Confirm.
Select the relevant organisation or organisation unit, then click Confirm.
Click Confirm.

Rename a Finder Face

You can change a Finder Face’s name whenever you need to.

📌 Note: The ability to edit a Finder Face becomes available once at least one exists in the system, until then the icon is greyed out.

To do this, follow the below steps.

Switch to admin view.
Click Content, then click Finder Editor.
Click the pen icon next to the relevant Face.
Enter a name for the Face, then click Save.

Delete an organisation unit Finder Face

📌 Note: You can only delete Finder Face's assigned at the organisation unit level. You cannot delete organisation Finder Faces.

You can delete a Finder Face that's no longer needed.

To do this, follow the below steps.

Switch to admin view.
Click Content, then click Finder Editor.
Click the trash icon next to the relevant Face.

Category types

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, to publish or remove content. Follow the relevant guidance on how to do this in Learning Hub or LMS² sites.

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. A Finder Face must be created for your organisation to enable viewing events by categories.

📌 Note: When selecting the relevant Face to edit, the drop-down menu groups them by organisation, showing both organisation level and organisation unit level. Administrators need to ensure they know which Finder Face they're editing.

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 Finder Face, if required.
Toggle on Show Events Organised by Categories, as needed.
Click Save.

Create a category

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.

You can control who can see a category via the Visibility tab. All-organisation categories can be restricted to Teams and Person Categories, while organisation-specific categories can also be restricted to individual learners.

📌 Note: Categories won't appear in Finder unless they have content in them.

To create a new category in Finder Editor follow the steps below.

Switch to admin view.
Click Content, then click Finder Editor.
Click Content 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 relevant content.
If required, click Visibility and select the relevant teams or users who can see the category.
- 📌 Note: Teams marked with an asterisk are system-generated and won’t appear in the teams picker when restricting visibility.
Click Confirm.
Use the move icon to set the position of the category in Finder.
Toggle on category status to make it visible in Finder.
Click Save.

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.
Click Content, then click Finder Editor.
Click Content or Events as needed.
Select your organisation's face if required.
Click the three dot menu for the relevant category, then click +Add.
Enter a title, then click Content.
Select the relevant content or events, then 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 relevant content.

To add content or events to a category or subcategory in Finder Editor, follow the steps below.