User Preferences Reference

User Preferences Reference

How these settings apply

Brisk User Preferences Reference overview screen displayed with fictional documentation-demo data.
The User Preferences Reference overview screen in the Brisk documentation demo.

Configure the signed-in user's layout, workflow defaults, profile, and other personal behavior by screen section.

User preferences apply to one account. Use My Settings for your own account or the managed user-preferences screen when authorized to configure another user. Organization-wide behavior belongs in System Settings instead.

Layout

Brisk user settings showing the Layout section with fictional documentation-demo data.
The Layout section of Brisk user settings.
Setting What it does Value type
Smaller Sidebar If enabled, this setting reduces the space taken by the left-hand navigation menu. smaller side bar
Collapsed Sidebar If enabled, this setting collapses the left-hand navigation menu into its smallest form factor. If both this and Smaller Sidebar are enabled, this setting takes precedence. collapse side bar
Theme Mode Choose between normal light mode, dark mode, or automatic time-aware switching. theme mode
Show Formset Copy/Paste/Undo Buttons If enabled, formset copy, paste, and undo buttons are shown on form screens. show formset clipboard buttons
Items Per Page This setting determines how many items will be shown per page on all lists (but not on reports). items per page
Preferred Menu This setting needs to be depreciated. preferred menu
Display Mileage Records If this setting is enabled, a button will be available for mileage records. mileage record
Dispatcher If this setting is enabled, this user will be considered a dispatcher. dispatcher
Transporter If this setting is enabled, this user will be considered a transporter. transporter
Law Enforcement Dashboard Mode Choose whether to show the modern dashboard or the legacy ReadyLog dashboard by default. law enforcement dashboard mode
Law Enforcement Header Branding When Law Enforcement is enabled, choose whether the top-left header logo remains Brisk or switches to ReadyLog. law enforcement branding mode

Initial Blank Rows

Brisk user settings showing the Initial Blank Rows section with fictional documentation-demo data.
The Initial Blank Rows section of Brisk user settings.
Setting What it does Value type
Sales Number of initial blank item rows on sales screens. sales initial blank rows
Quotes Number of initial blank item rows on quote screens. quotes initial blank rows
Manufacturing Orders Number of initial blank item rows on manufacturing order screens. manufacturing orders initial blank rows
Service Orders Number of initial blank rows on service order screens. service orders initial blank rows

Profile

Brisk user settings showing the Profile section with fictional documentation-demo data.
The Profile section of Brisk user settings.
Setting What it does Value type
Avatar Source Choose whether to use a preset icon or an uploaded photo. avatar source
Preset Icon Select a preset icon for your profile photo. avatar preset
Upload Photo Upload a JPG/PNG/WebP under 2 MB. avatar upload

Price Scheduling

Brisk user settings showing the Price Scheduling section with fictional documentation-demo data.
The Price Scheduling section of Brisk user settings.
Setting What it does Value type
Price Schedule Grid Column Order JSON list of column keys used as your personal override for the price schedule grid. user price schedule grid column order

Inventory

Brisk user settings showing the Inventory section with fictional documentation-demo data.
The Inventory section of Brisk user settings.
Setting What it does Value type
Default Warehouse Automatically sets the inventory warehouse on sales transactions default warehouse

Email

Brisk user settings showing the Email section with fictional documentation-demo data.
The Email section of Brisk user settings.
Setting What it does Value type
Email Username Username for your email provider, typically the entire email address. smtp user name
Email Password Password used to log in with your email provider smtp password
From Address Email address in the "From" field of the email, typically the same as the user name. smtp from
Reply-To Address Email address in the "Reply-To" field of the email, useful when sending from a no-reply or 3rd party service, allows the email recipient to correspond with the end-user responsible for the email. smtp reply to
Auto BCC If enabled, sets a BCC on your outgoing emails enable auto bcc
Auto BCC Address Sets the recipient email address for Auto BCC auto bcc
Auto CC If enabled, sets a CC on your outgoing emails enable auto cc
Auto CC Address Sets the recipient email address for Auto CC auto cc

Point of Sale

Brisk user settings showing the Point of Sale section with fictional documentation-demo data.
The Point of Sale section of Brisk user settings.
Setting What it does Value type
Hide Offline POS Popups Hide transient offline POS notifications and offline data update popups for this user without disabling offline POS queueing or sync. hide offline pos popups

Invoice Mode

Brisk user settings showing the Invoice Mode section with fictional documentation-demo data.
The Invoice Mode section of Brisk user settings.
Setting What it does Value type
List View Invoice Mode If enabled, you will enter invoice mode from the Sale List screen invoice mode list
Service Order Invoice Mode If enabled, serivce order conversion will be in invoice mode invoice mode service

Finalize Modal

Brisk user settings showing the Finalize Modal section with fictional documentation-demo data.
The Finalize Modal section of Brisk user settings.
Setting What it does Value type
Custom Button URL URL for the custom button on the Finalize Modal finalize modal custom link
Custom Button Label Text to show on the custom button on the Finalize Modal finalize modal custom label

Service

Brisk user settings showing the Service section with fictional documentation-demo data.
The Service section of Brisk user settings.
Setting What it does Value type
Show Invoice Button Determines whether to display invoice conversion button on service orders show invoice button

Vehicle

Brisk user settings showing the Vehicle section with fictional documentation-demo data.
The Vehicle section of Brisk user settings.
Setting What it does Value type
Default Vehicle Automatically sets the vehicle for your daily logs preferred vehicle

Dashboards

Brisk user settings showing the Dashboards section with fictional documentation-demo data.
The Dashboards section of Brisk user settings.
Setting What it does Value type
Use New Accounting Dashboard Toggle between the new Accounting dashboard and the classic customizable dashboard. accounting dashboard new
Use New Inventory Dashboard Toggle between the new Inventory dashboard and the classic customizable dashboard. inventory dashboard new
Use New Sales Dashboard Toggle between the new Sales dashboard and the classic customizable dashboard. sales dashboard new
Use New Service Dashboard Toggle between the new Service dashboard and the classic customizable dashboard. service dashboard new
Use New Manufacturing Dashboard Toggle between the new Manufacturing dashboard and the classic customizable dashboard. manufacturing dashboard new
Use New Reports Dashboard Toggle between the new Reports dashboard and the classic customizable dashboard. reports dashboard new
Use New Management Dashboard Toggle between the new Management dashboard and the classic customizable dashboard. management dashboard new
Use New Setup Dashboard Toggle between the new Setup dashboard and the classic customizable dashboard. setup dashboard new
Use New Time Dashboard Toggle between the new Time dashboard and the classic customizable dashboard. time dashboard new
Use New Main Dashboard Toggle between the new Main dashboard and the classic customizable dashboard. main dashboard new

EMV

Brisk user settings showing the EMV section with fictional documentation-demo data.
The EMV section of Brisk user settings.
Setting What it does Value type
Selected EMV Terminal Sets the default navigation menu for users that do not have one specified user emv terminal
Revision #2
Created 2026-08-10 18:36:58 UTC by Brisk
Updated 2026-08-10 18:56:47 UTC by Brisk