CS Admin Setup Checklist

This checklist outlines the setup requirements for CS Admin after initial system deployment and organization onboarding.

Accessing Admin Application

• URL: CANADA / USA

• Login: Same login credentials used for app access

• Requirements: Must have admin role in Nexus ID or assigned admin role

* All items checked are handled in the backend by the CareSuite team

Infrastructure & Environment

• Environment variables configured

• Database connection verified

• SSO service URL configured

• Nexus211 API credentials set

Initial Configuration

• Initial admin user verified (org owner)

  • Sys Admin permissions across suite

• Super users onboarded for sys admin support

• Organization settings set (see )

• API Keys created (optional, as needed)

Post-Onboarding Setup

• Team access management

• Organization setting management

  • Creation of network/project specific email templates

  • Integrations/ API Key creation