Grant a supervisor only the override categories they are allowed to authorize with their protected credentials.
## At a glance
- **Identify it by:** **Name**.
- **Why care:** Setup changes can alter navigation, alerts, and authorization for many users. Test the effect with the intended role or device before broad use.
## Before you begin
You need the Brisk permission for the action you are taking on supervisors. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.
Create a supervisor
The Supervisors create screen in the Brisk documentation demo.
Create a supervisor after searching for the person, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate.
1. Select the business context first.
2. Enter the required identifying and operational values: **Name**, **Initials**, and **Password**.
3. Review **Point Of Sale Pricing Override**, **Sales Override**, **Return Override**, **Accounting Period Lock Override**, **A/R Discount System Override**, and **Accounting Override**, plus the remaining screen fields deliberately; these choices control availability or workflow rather than merely describing the record.
4. Save the supervisor, then confirm **Name** on its detail page before continuing.
After saving: Verify this supervisor in **Supervisor Logs** before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.
Review supervisor details
Use the detail page as the shared record of what this supervisor currently means. Verify **Name**, **Initials**, **Password**, and **Point Of Sale Pricing Override** before relying on it for a decision.
Compare the supervisor with its source document or approved setup request before deciding that it needs correction.
Next check: Verify this supervisor in **Supervisor Logs** before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.
Edit an existing supervisor
Edit this supervisor to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached.
1. Open the detail page. Compare **Name** with the supporting document or approved request.
2. Recheck **Accounting Period Lock Override**, and **Accounting Override**. These values are most likely to change navigation, notifications, access, and other users’ behavior.
3. Save the change, return to the list, and confirm that the supervisor now appears under the expected **Name**.
After the change: Verify this supervisor in **Supervisor Logs** before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.
Find and review supervisors
The Supervisors list screen in the Brisk documentation demo.
Use the Supervisors list to find the correct record before opening or changing it. Compare **Name**. Compare the full identifier rather than relying on a similar name.
- The initial order emphasizes **Id**. Select a column heading when you need a different comparison.
Open the supervisor whose **Name** match the task. If it is missing, clear the list filters and recheck the identifying information shown on the screen rather than creating a replacement immediately.
## Fields and business rules
Brisk stores 15 user-relevant fields for this supervisor, including 0 linked-record selections and 0 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.
| Field | Required | What it controls |
|---|---:|---|
| **Name** | Yes | Human-readable name for this supervisor. |
| **Initials** | Yes | The initials recorded for this supervisor. |
| **Password** | Yes | The password recorded for this supervisor. |
| **Point Of Sale Pricing Override** | No | Whether the point of sale pricing override option applies to this supervisor. |
| **Sales Override** | No | Whether the sales override option applies to this supervisor. |
| **Return Override** | No | Whether the return override option applies to this supervisor. |
| **Accounting Period Lock Override** | No | Whether the accounting period lock override option applies to this supervisor. |
| **A/R Discount System Override** | No | Whether the a/r discount system override option applies to this supervisor. |
| **Accounting Override** | No | Whether the accounting override option applies to this supervisor. |
| **Inventory Override** | No | Whether the inventory override option applies to this supervisor. |
| **Item Contract Override** | No | Whether the item contract override option applies to this supervisor. |
| **Undelete Override** | No | Whether the undelete override option applies to this supervisor. |
| **Manufacturing Override** | No | Whether the manufacturing override option applies to this supervisor. |
| **Service Override** | No | Whether the service override option applies to this supervisor. |
| **Time Override** | No | Whether the time override option applies to this supervisor. |
## What happens next
Verify this supervisor in **Supervisor Logs** before staff build new activity on it; correct ownership, classification, and active state now rather than after transactions accumulate.
## Common mistakes and troubleshooting
- **The record will not save:** Recheck **Name**, **Initials**, and **Password** and any message beside the field. A required related record may also be inactive or unavailable to your role.
- **The values look right but the result is wrong:** Compare this supervisor with the source document or approved setup decision, then check the downstream screen where it is used.
