Help Guide - Email Protection Setup and Usage

Account Registration

Overview: New accounts must be registered to access email protection features. This process involves entering personal details and setting up login credentials.

Registration Process

  1. Access the Registration Page: Navigate to the Register New Account page from the system's homepage.
  2. Complete the Registration Form:
    • Email Address: Enter a valid email.
    • Password: Choose a secure password.
    • First Name and Last Name: Enter your personal information.
  3. Click Register to create your account.
  4. Post-Registration: After registration, log in with your new credentials to access the dashboard.

Mail Account Connection

Setting Up Mail Connection

  1. Navigate to Account Connections: Access this through the dashboard.
  2. Configure Mail Connection:
    • Enter your Tenant ID, Client ID, and Client Secret.
    • Click Create Connection to establish a connection with the Microsoft Graph API.
  3. Verify Connection: Ensure the connection details are correctly listed under Mail Account Connections.

Whitelisting Self

Manually Add to Safe Senders

  • Access Mail Rules: Go to the Scan Email and Setup Protection tab.
  • Add Email: Click Manually Add Email Address, enter your details, and select Safe Senders List.
  • Confirm Addition: Review the confirmation dialog and confirm the addition.

Scanning and Managing Email Rules

Initiating Email Scan

  • Select Time Frame: Choose how far back the emails should be retrieved from the Include Archive dropdown.
  • Start Scan: Click Scan Email. If the system detects a large number of items, a Processing status will appear, indicating the system is loading the emails.
  • Managing Rules:
    • Review Emails: Emails will be displayed with status icons indicating whether they are whitelisted, blocked, or pending.
    • Update Status:
      • Whitelist/Block: Click the corresponding icon to change the status of the email.
      • Confirm Actions: A confirmation dialog appears to verify changes.
    • Visual Badges: Identify the type of sender (corporate, personal, etc.) using badges next to the email addresses.

Configuring Email Digest Preferences

Setting Preferences

  • Digest Time: Set the preferred time to receive the daily email digest summarizing quarantined items.
  • Time Zone: Choose the applicable time zone for accurate scheduling.
  • Enable Daily Digest: Opt in to receive daily summaries, even if no new items have been quarantined.
  • Send Digest Even When Empty: Choose to receive the digest even when there are no new quarantined emails.
  • Enable Real-time Notifications: For immediate updates, enable notifications to be sent soon after emails are quarantined.
  • Save Preferences: Click to save your settings.
  • Generating a Digest Manually: Click Generate Latest Digest to manually trigger the sending of the most recent digest according to the defined settings.

Configuring Protection Settings

Setting Protection Options

  • Enable Auto Purge Emails Older Than 30 Days: Check this to automatically delete emails older than 30 days.
  • Enable Junk Folder Management: Check this to allow the system to automatically manage emails in the junk/spam folder.
  • Save Settings: Click to apply your configuration changes.
  • Manual Email Management Actions:
    • Run Manual Purge Now: Click to immediately purge emails based on your purge settings.
    • Clean Junk Folder Now: Click to manually clear out the junk/spam folder.

System Protection and Background Operations

Overview: Once configured, the Email Protection System operates continuously in the background to ensure robust security and efficient management of emails. This automated process includes real-time scanning, quarantine management, and notification systems that work seamlessly to provide a secure email environment.

Key Features:

  • Quarantine Management: Emails flagged by security rules are automatically moved to the quarantine folder.
  • Real-Time Security Scanning: Includes virus scanning of attachments, DKIM and SPF validation, and URL isolation and rewriting.
  • Email Digest and Notifications: Scheduled daily digests and real-time notifications keep you informed about quarantined emails.
  • Automated Email Management: Features like auto purge and junk folder management help maintain a clean and organized email environment.
  • Identity Verification: Integration with Plaid enhances security by verifying the identities of personal email senders.