Security, access control, and operational reliability—made simple
Give IT and admins the controls they need without creating friction for users. Manage roles, permissions, audit trails, integrations, and operational settings from one place—with absolute paths and consistent performance across all pages.
Role-based access
Define what each user can see and do across modules, customers, pricing, and finance controls.
- ✓Internal roles by team
- ✓Portal roles per customer
- ✓Approvals + sensitive actions
Audit-ready logs
Track critical changes and approvals with traceability for compliance and investigations.
- ✓Change history (optional)
- ✓Approval trails
- ✓Export controls (optional)
Integrations & automation
Connect payments, shipping, tax, and automation tools using integrations and webhooks.
- ✓Webhooks for events
- ✓Zapier/Make (optional)
- ✓API-ready patterns
Admin-friendly by design
IT teams need control, not complexity. Phantom supports clean permissioning, stable workflows, predictable integrations, and consistent loading across subfolder pages.
- ✓Centralized roles and access
- ✓Audit-ready change history (optional)
- ✓Integration hooks for automation
- ✓Policy-ready controls for sensitive actions
Admin outcomes
- ✓Faster onboarding/offboarding
- ✓Less permission confusion
- ✓Better security posture
- ✓Cleaner incident investigation
- ✓Reliable integrations
Role-based access control
- ✓Roles by team: sales, ops, finance, admin
- ✓Module-level permissions
- ✓Restrict pricing and discount overrides
- ✓Restrict sensitive exports (optional)
Approval permissions
- ✓Discount/margin approvals
- ✓Large PO approvals
- ✓Credit hold overrides
- ✓Segregation of duties support
Security controls
- ✓Role-based visibility for sensitive fields
- ✓Access restrictions by module
- ✓Policy rules for risky actions
- ✓Secure portal access patterns
Operational safety
- ✓Credit holds enforcement
- ✓Inventory adjustment permissions
- ✓Discount override restrictions
- ✓Logging for sensitive changes (optional)
Audit trails (optional)
- ✓Track changes to pricing and terms
- ✓Track approvals and overrides
- ✓Track inventory adjustments
- ✓Track exports and administrative actions
Investigation-ready
- ✓Who changed what and when
- ✓Timeline reconstruction
- ✓Reduce “tribal knowledge” reliance
- ✓Support compliance requirements
Integrations management
- ✓Payments, shipping, tax tools
- ✓Automation via Zapier/Make (optional)
- ✓Webhooks for key events
- ✓API-ready architecture (optional)
Webhook patterns
- ✓order.placed / shipped
- ✓invoice.created / paid
- ✓customer.created / updated
- ✓inventory.low_stock (optional)
Reliable performance
- ✓Consistent loading across subfolders
- ✓Absolute asset paths (/assets/...)
- ✓Cache-busting versioning (?v=)
- ✓Clean separation via includes
Operational readiness
- ✓Controlled permission changes
- ✓Documented workflows (optional)
- ✓Low friction rollout to teams
- ✓Reduce “one admin knows everything” risk
B2B portal access control
- ✓Roles per customer company user
- ✓Approval flows and purchase limits
- ✓Catalog restrictions by contract
- ✓Invoice/statement visibility rules
Reduce support load
- ✓Self-serve invoices and order history
- ✓Order tracking and reorders
- ✓Fewer “send me my invoice” tickets
- ✓Cleaner customer onboarding
Governance policies
- ✓User lifecycle: onboarding/offboarding
- ✓Approval rules and change control
- ✓Access reviews (quarterly audits)
- ✓Export and data handling policies
Admin best practices
- ✓Least privilege by default
- ✓Separate admin accounts
- ✓Approval routing for risky actions
- ✓Document critical workflows
IT & admin questions
Can we control access by role and module?
Yes—configure role-based permissions by module and restrict sensitive actions like discounts and exports.
Do you support audit trails?
Yes—optional audit trails can track changes, approvals, and critical actions for compliance.
Will integrations work reliably?
Yes—integrations use predictable patterns (webhooks/API) and stable configuration for automation.
Can portal access be restricted per customer?
Yes—portal permissions are controlled by company roles, catalogs, and invoice/statement visibility rules.