Settings

In Oberon, the settings page provides management capabilities for both institution-wide and personal configurations. Navigate to this page by selecting Settings in the bottom right of any page.

The settings are organized into three main categories:

1. Institution settings - Configure your organization-wide settings
2. Personal settings - Manage individual user preferences
3. Customization - Define organization-specific elements

Institution Settings

These settings control organization-wide configurations and are typically accessible to administrators and managers.

Users

The Users section allows administrators to manage user accounts within the organization, including creating new users, modifying existing user information, and managing user access and permissions.

User management is done through the pop-out menu accessed by clicking the ... button next to a user. This menu provides the following options:

• Assign - Assign the user to projects or roles
• Share profile - Share the user's profile with others
• Change country of residence - Update the user's country of residence
• Set labels - Add or modify labels associated with the user
• Upload CV - Upload the user's curriculum vitae
• Delete account - Remove the user account from the system

Organizational Hierarchy

The Organizational Hierarchy section displays and allows management of your institution's structure through a hierarchical system of practices (groups), roles, and permissions.

This feature enables you to:

• Create hierarchical practice structures that mirror your business divisions
• Set up groups within practices for teams or sub-departments
• Assign specific leadership roles (Practice Lead, Resource Manager, Learning Manager, Financial Manager)
• Manage practice memberships and reporting relationships
• Implement a streamlined "one user, one role" permission model

Note: Detailed documentation about Organizational Hierarchy is available in the Organizational Hierarchy document.

Roles and Permissions

This section allows administrators to define and assign roles to users within the organization, and to configure the permissions associated with each role.

Oberon implements a streamlined approach to roles and permissions:

• Each user holds exactly one primary role in the system
• Roles are scoped to specific practices
• Each role can have multiple permissions assigned
• Superior practices inherit observer permissions for subordinate practices

In this section, you can configure roles for:

• Practice Leads: Manage their practice and hold primary responsibility
• Resource Managers: Oversee resource allocation and hiring
• Learning Managers: Manage skill development and training initiatives
• Financial Managers: Handle budget tracking and financial compliance

Institution

The Institution section allows configuration of basic organization-wide settings.

Minimum Skill Level

The Minimum Skill Level setting allows you to set an institutional minimum skill level that must be met for users to be considered for project allocation.

The minimum level your organization considers significant enough to take into account in planning. Skills below the minimum level will not display on the board and will not be considered in automated analytics and notifications.

Select your preferred minimum level from the dropdown menu and click the Save button to apply the changes.

Sample Data

The Sample Data section provides an option to remove example data that might be included in your instance.

Click the Delete sample data button to remove all sample data from your Oberon instance.

Billing

The Billing section provides access to billing information, subscription details, payment methods, and invoices for the organization's Oberon Team subscription.

Note: Content for this section is under development.

Personal Settings

These settings control individual user configurations and preferences.

Profile

Profile settings allow users to change their first and last name, set a profile phone number, configure geography information, select default languages, and set an avatar for the user profile.

After inputting the desired information in the fields, selecting the Save button will persist the changes.

Avatar

Select the Add Avatar button to open a file upload window. Allowed file extensions for avatars include: jpg, jpeg, png, bpm. Max Size for uploads: 2MB.

When an Avatar image is staged, select the Upload button to add the Avatar to the profile.

Select the Delete button to remove the existing Avatar from the user profile.

Change Password

Changing your password is done through the Change Password tab of the settings. Doing this inside the portal requires you to input the current password, the desired new password, and then a confirmation of the new password.

NOTE: Passwords must contain at least 8 characters, a lowercase and uppercase letter, and at least one numerical digit.

The new password must match in the confirmation screen as well for the changes to persist.

Customization

These settings control the customization of various platform elements that affect the entire organization.

Skills

The Competency Maps for the Skills in the Library are built by our Arborist Skill Taxonomy system and managed by Oberon as a central source of truth. You can modify the application of experience points based on learning events vs time using the tool by adjusting the

Professions

The Professions section enables organizations to create, manage, and standardize professional roles with defined skill levels and career progression paths. This feature allows you to build structured profession definitions that can be used throughout the platform for resource allocation, skill matching, and career development.

Understanding Professions

A profession in Oberon represents a structured role definition with multiple levels, each requiring specific skills at defined proficiency levels. For example, a "Software Developer" profession might have levels from Junior Developer to Principal Developer, each with progressively higher skill requirements. Professions also support complex Boolean logic in constructing skill trees.

Key Components

• Profession Metadata: Basic information including name, family, owner, and tags
• Profession Levels: Specific career stages within a profession (e.g., Junior, Mid-level, Senior)
• Skills and Skill Levels: Required competencies and their proficiency levels for each profession level
• Cost and Billing Rates: Internal cost and external billing rates associated with each level

Creating and Managing Professions

The profession creation process includes: 1. Metadata setup (name, family, owner, tags) 2. Defining required skills 3. Setting up profession levels (1-10) 4. Setting skill requirements for each level 5. Review and publishing

Professions can exist in either draft state (still being developed) or published state (available for use throughout the platform).

Role Level Customization

Role Level Customization allows you to adjust how roles match to skill levels. By selecting a Profession and Level from the drop-down menus, you can view and modify the skills required for that specific role level.

Note: For complete details on creating and managing professions, refer to the Professions document.

Holiday Profiles

The Holiday Profiles section allows administrators to define sets of holidays that can be assigned to employees or departments, ensuring that vacation planning and availability calculations take into account relevant holidays.

Schools

The Schools section enables administrators to define and manage the educational institutions that can be associated with employees' educational backgrounds and training programs. We recommend you deselect all and then add back the schools that you currently use to restrict learning plans to those schools.