Pending Approvals
Review and approve pending registration requests
Machine Types
Define available machine types for fleet management
Company Settings
Manage company-wide settings including office locations and entities
Office Locations & Entities
Company sites used for HR, benchmarking, and shipping.
| Code | Name | Entity | Country | Benchmarks | Employees | Ticketing | Active | Actions |
|---|
Email Settings
Configure company signature and email branding
Company Information
Company Logo
Recommended: PNG or SVG, max 120px width, 2MB max
Email Footer
Signature Preview
Hi John,
Thank you for contacting us. I've reviewed your request and...
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API Keys
API keys allow bots and external services to access the error knowledge base securely
Field Manager
Define custom properties and configure display layouts for modules
| Order | Name | Label | Type | Req. | Source | Filter | Actions |
|---|
Machine Settings
Configure machine versions, generations, installation states, sales channels, and statuses
Machine Versions
| Code | Name | Description | Compatible Machines | Active | Actions |
|---|
Software Versions
Configure software versions available on machine records
| Code | Name | Description | Compatible Machines | Active | Actions |
|---|
Machine Generations
| Code | Name | Description | Compatible Machines | Active | Actions |
|---|
Installation States
| Code | Name | Color | Description | Active | Actions |
|---|
Sales Channels
| Code | Name | Color | Description | Active | Actions |
|---|
Machine Statuses
| Code | Name | Color | Description | Active | Actions |
|---|
Warranty Statuses
| Code | Name | Color | Description | Active | Actions |
|---|
Consumables / Solvents
Manage which solvents are available in the Machines module. Add/edit solvents in Benchmarking Settings.
| Code | Name | Description | Compatible Machines | Available | Actions |
|---|
Cover Types
Configure warranty and service cover types available for machines
| Code | Name | Duration | Color | Maint. Visits | Maps To Status | Active | Actions |
|---|---|---|---|---|---|---|---|
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Warranty Automation
Configure automatic warranty status updates and notifications
Components
Manage the master lists that drive component categorisation and document attachments.
Lead Scanner Settings
Manage trade shows, printing technologies, materials, and machine interests
Trade Shows / Events
| Name | Location | Start Date | End Date | Status | Active | Actions |
|---|
Benchmarking Settings
Configure solvents, materials, printers, industries, and more
Solvents / Consumables
| Code | Name | Description | Machines | In Benchmarking | In Machines | Active | Actions |
|---|
Materials
| Code | Name | Compatible Solvents | Active | Actions |
|---|
Printer / Manufacturing Types
| Code | Name | Active | Actions |
|---|
Industries / Applications
| Code | Name | Active | Actions |
|---|
Post-Processing Types
| Code | Name | Description | Active | Actions |
|---|
Shipping Couriers
Configure couriers for shipping benchmarking samples. Add tracking URL patterns to enable tracking links in customer emails.
Use {tracking} as the placeholder for the tracking number in the URL pattern.
| Code | Name | Tracking URL Pattern | AMT Account | Active | Actions |
|---|
Benchmarking Contacts
Select which users can be assigned as AMT contacts for benchmarking requests.
| User | Display Name | Site | Active | Actions |
|---|
Benchmark Report Branding
Upload your report logo and default cover here. Machine-specific covers and rich section content are in Report Builder below.
Report Builder
Visual block editor: headings, images (R2), two-column layouts, and conditions. Match machine, industry, and other fields. Drag to reorder.
Ticket Settings
Configure ticket categories, SLA tiers, teams, and assignment rules
Categories & Sub-Categories
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Service Level Agreements
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Return Machine Settings
Select which machine types are eligible for the "Return Machine" workflow. Eligible types will show a Return Machine button on ticket details and allow Collection Resolution SLA.
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Return Machine Documents
Select File Center documents to automatically include when a Return Machine request is initiated. These will be sent to the customer as shareable links.
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Reply Templates
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Support Teams
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Automatic Assignment Rules
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Escalation Webhook
When no team members are available for assignment, this webhook will be triggered (e.g., for n8n integration to send Slack/email alerts).
Workflow Stages
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Meeting Categories
Define meeting types that can be linked to checklist items (e.g. Site Survey, Training Session)
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Pre-Visit Checklist
Select a form template that FSEs must complete before each onsite visit. The form is auto-assigned when a visit is booked.
Workflows
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General Settings
Customer Notifications
Internal Notifications (n8n Webhooks)
These notifications are handled by n8n workflows. Manage them in the n8n dashboard.
Presence-based routing
When ON, inbound calls and new tickets only route to agents currently set to Available in their presence pill.
When OFF, the legacy fse_team_members.is_available + leave check is used (presence ignored).
Twilio numbers
Menus
No menu selected
Pick a menu from the list, or click + New menu to create one.
Menu
Menu settings
User Management
Manage authorized users and module access
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Organisation Chart
Visual hierarchy of reporting structure
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Roles & Permissions
Configure roles and their associated permissions
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