Basic Memory
Partners

Team and Audit

Partner staff roles with scoped capabilities, and the full audit trail of partner actions.

Your partner staff get scoped roles — sales and support people don't need billing access, and billing people don't need to touch SSO. Everything anyone does is recorded in the audit log.


Partner staff roles

RoleCan do
OwnerFull control, including ownership transfer and seat purchases. An account always keeps at least one owner, and only owners can grant the owner role
AdminManage customers, SSO, team, and billing — except seat purchases (Owner and Billing only)
BillingBilling reads, the billing portal, and seat purchases
SupportCustomer reads and SSO setup links
ViewerRead-only customer and billing views

Manage staff from the Team page: invite by email with a role (each invitee gets a one-time claim link), suspend and reactivate members, and revoke pending invitations.

Partner staff roles are separate from the team roles inside customer workspaces — partner roles govern the portal, team roles govern a workspace.

The audit log

The Audit Log page records everything partner staff do — customer lifecycle changes, SSO configuration, seat assignments, team management, billing actions — with who did it and when.

Your customers get transparency too: administrative actions on their organization — lifecycle changes (create, suspend, reactivate, archive) and SSO changes — appear in their audit trail, labeled as performed by their MSP. Your billing metadata stays internal to your portal.


Getting help

Partner account, billing, and provisioning questions are handled directly by the Basic Memory team — email hello@basicmemory.com.


Next Steps

Partner Program

The program overview and getting set up.

Team Roles (customer workspaces)

The five roles inside each customer's workspace.