Vincent Payment Solutions Table of Contents What is Vincent? - PDF document

Vincent Payment Solutions

Table of Contents • What is Vincent? • Getting Started • User Roles • Departments, Groups • Cards • Transactions

Introducing Vincent Vincent is the next generation of software first created in 2007 as a solution for the payment of compensation to medical study participants. Its unique features and functionality allow for the issuance of anonymous, reloadable, MasterCard-branded, stored value cards.

Introducing Vincent Vincent offers a flexible methodology to execute payments to individuals outside of a traditional Accounts Payable vendor structure. Vincent allows for payments to be made in a controlled, auditable environment with complete accounting to General Ledger with minimal risk and exposure to staff or clients.

Introducing Vincent Vincent gives you centralized control over decentralized payments. Vincent can: • Make payments on the go • Increase compliance, and reduce fraud and risk • Easily integrate with ERP • Streamline work to save time and money

Many Use Cases • Clinical Research • Athletics • Teaching Projects • Study Abroad • Resident Life • Club Activities/ Groups (e.g., club sports) Vincent Solution: Per diems, reimbursement, project expenses, team events…

User Roles Role Level View Permissions Director • All Departments • User Management The Director is mostly a viewer of organizational level • All Groups • Group Management information. • Card Management Administrator • Multiple Departments • User Management The Administrator is the system administrator responsible for • All Groups in Depts. • Group Management user and group creation. • Card Management Payer • Multiple Departments • Card Management The Payer is responsible for making payments to people within • Ad‐hoc Groups in Depts. • Making payments their groups • Payer Dashboard • Balance Transfers • Payee Management Payee The Payee receives payments and currently does not access the system

Roles and Structure Organization (e.g., Acme, Pitt, UPMC) Departments (e.g., Athletics, Pediatrics) Groups (e.g., Project/Study, Team) Payees (e.g., study participant, athlete)

Roles and Structure Example Organization Departments Groups Payees

Logging In The Vincent log in page will use Pitt’s Single Sign On credentials. New Administrators and/or Payers will need to compete the User Access Form and complete required training to gain access to the Vincent Application. Vincent Admins can log into Vincent and create a new user account, including the full organization username as used by your network security solution for single sign-on. For example: bak97@pitt.edu

Logging In Once setup is finished in the active directory and in Vincent, the user can log into the system if they are an Administrator or Payer. If a user has been added to the organization’s active directory group and attempts to login to Vincent, but has not yet been assigned a role, department and/or group within Vincent, the Vincent system will add the new user to a new member’s queue on the member list page.