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Evo Navigator brings everything you need in Access LMS Evo to one place. Instead of digging through menus to find the action you're after, Evo Navigator surfaces it for you. Quick actions, quick asks, and the exact next step, right where you're already working.

Evo Navigator works best when it's set up around what you actually do day to day. Use the table below to find your role and set up the quick actions we'd recommend so you're getting the most out of it from day one.

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If you have more than one Access product, you can pull Evo Navigator items in from those products too. The quickest way is the Search all Quick Actions bar, or open the action list for Quick Actions, Sections, or the Left Panel and filter to actions from other products.

Depending on what you have, this might include the following:

HR products: payslips, holiday, shift actions, and approvals

Engage: Post content straight from your Quick Actions

My Compliance Management (MCM): A full suite of compliance-related Quick Actions

- HR products: payslips, holiday, shift actions, and approvals
- Engage: Post content straight from your Quick Actions
- My Compliance Management (MCM): A full suite of compliance-related Quick Actions

An introduction to Evo Navigator, including what it is, how to configure it for your role, and how to bring in quick actions from your other Access products.

Evo Navigator overview

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Name	Type	Learner	Manager	L&D Admin
My Certificates	Quick Action	✅	✅	✅
Add CPD Entry	Quick Action	✅	✅	✅
CPD Log Viewer	Quick Action	✅	✅	✅
My Forms	Quick Action	✅	✅	✅
Assigned Learning	Left Panel	✅	✅	✅
Latest Shorts	Left Panel	✅	✅	✅
Spotlight	Left Panel	✅	✅	✅
Saved Learning	Left Panel	✅	✅	✅
My Learning	Section	✅	✅	✅
Mandatory Training	Section	✅	✅	✅
Learning Spotlight	Section	✅	✅	✅
Assign	Quick Action		✅	✅
Send Recognition (if you have Applause)	Quick Action		✅	✅
Compliance Matrix	Section		✅	✅
My Team Compliance Belt	Section		✅	✅
Learning Hub Content Search	Quick Action			✅
Learning Create	Quick Action			✅
SMCR Regime	Quick Action			✅

Name	Type	Learner	Manager	L&D Admin
Kanban	Quick Action	✅	✅	✅
Create a New Task	Quick Action	✅	✅	✅
Evo Comms	Left Panel	✅	✅	✅
Products	Left Panel	✅	✅	✅
Tasks	Left Panel	✅	✅	✅
Whiteboard	Section	✅	✅	✅
Kanban Boards	Section	✅	✅	✅

Evo Navigator overview

Configuring Evo Navigator for your role

Recommended learning setup

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Type

Learner

Manager

L&D Admin

Productivity tools

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Type

Learner

Manager

L&D Admin

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