Skip to content
finwave Docs

Workbench Overview

What you’ll learn

Section titled “What you’ll learn”
  • What the Workbench is and how it fits into finwave
  • The three categories of Workbench tools
  • How to find the Workbench in the navigation
  • How access is granted and what requires finwave Pro

What is the Workbench?

Section titled “What is the Workbench?”

The Workbench is a collection of population-scoped power features that go beyond the standard browse, submit, and view workflows. It is the part of finwave where research teams model relationships, run analyses, and systematically review data. The Workbench is the core of finwave Pro.

Unlike the administration section, which focuses on managing population settings and members, the Workbench is where analytical and operational work happens. You use it to build catalog graphs, assign and complete review tasks, and generate statistical analyses of your population data.

Tool categories

Section titled “Tool categories”

Workbench tools are organized into three categories:

Catalog

Section titled “Catalog”
  • Catalog Builder — Model your population as an interactive graph. Define relationships between individuals, organize sub-graphs, and manage profile images.

Review

Section titled “Review”
  • Review Queue — Generate review tasks from search parameters, assign them to team members, and monitor progress. Used for labelling, quality assurance, and systematic photo review.

Analysis

Section titled “Analysis”

Finding the Workbench

Section titled “Finding the Workbench”

The Workbench appears as its own section in the population sidebar navigation, below the standard features (encounters, individuals, comments) and above administration.

Within the Workbench section, Catalog Builder and Review Queue appear as top-level entries. The three analysis tools are grouped under an “Analyses” parent since they are conceptually related.

You can also access your Workbench tools from the user menu in the top-right corner of the screen. The menu includes a Workbench area that lists your available tools grouped by population. Hovering over a population name reveals the tools you have access to, and clicking a tool takes you directly to it.

How access works

Section titled “How access works”

Access to each Workbench tool is granted per role, per population. Population administrators always have full access to every tool implicitly — no configuration is needed.

For other roles (professional, expert, novice), a population administrator must explicitly grant access to each tool. By default, professionals receive access to all tools when a population is created or upgraded to Pro. Experts and novices start with no Workbench access.

The Workbench section in the sidebar is only visible if you have access to at least one tool. Individual tool links only appear if you have access to that specific tool. If you have access to zero tools, the entire section is hidden.

To learn how administrators configure these permissions, see Workbench Access.

Section titled “Related”