The User Preferences Reference overview screen in progress.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
