User Preferences Reference User Preferences Reference How these settings apply 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 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 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 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 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 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 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 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 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 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 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 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 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 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