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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 preferenc...

Navigation Menus Purpose and when to use this record Configure which Brisk module groups and favorites appear in a named navigation menu. At a glance Identify it by: Name. Why care: Setup changes can alter navigation, alerts, and authorization for many use...

Notifications Purpose and when to use this record Review an individual user alert, its urgency, destination, delivery content, and dismissed state. At a glance Identify it by: User, Label, Body, and Notification Link. Check its business context: User. Wh...

Push Subscriptions Purpose and when to use this record Review and manage the browser or device endpoint used to deliver push notifications to a user. At a glance Identify it by: Device Label. Check its business context: User. Why care: Availability and p...

Recurring Notifications Purpose and when to use this record Schedule a repeated alert for selected recipients with a weekly, monthly, quarterly, or annual cadence. At a glance Identify it by: Label, Body, Notification Link, and Alert Level. Check its busin...

Supervisor Logs Purpose and when to use this record Audit a supervisor-override attempt, including the user, screen, object, override type, and authorization result. At a glance Identify it by: Supervisor, User, Initials Entered, and Screen. Check its busi...

Supervisors Purpose and when to use this record 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 auth...

Users and Access Purpose and security boundary Use user records to give one person an identifiable Brisk sign-in and only the access required for that person's work. User administration is restricted setup work. Never copy passwords, recovery codes, API tokens...

Custom Fields Purpose and when to use this screen Custom Fields adds organization-specific information to supported Brisk record types when no standard field represents the requirement. Use it for durable business facts that need consistent entry and lookup—no...

Local Workstation Setup Purpose and when to use this screen Local Workstation Setup stores Point of Sale identity and cash-drawer selection in this browser on this machine. Use it for a fixed register, shared counter computer, or browser profile that should co...

Data Import Purpose and when to use this screen Data Import loads supported CSV datasets while preserving a run record, row-level diagnostics, source-system identity, and dry-run/apply distinction. Use it for controlled migration or conversion—not as a shortcu...

Setup Setup overview The Setup workspace related to this reference article. Setup controls how Brisk behaves across the organization, for an individual user, and on a specific workstation. It also contains user and supervisor access, notification setup, data m...