|
| 1 | +--- |
| 2 | +title: Migrate to Email Security |
| 3 | +pcx_content_type: how-to |
| 4 | +sidebar: |
| 5 | + order: 9 |
| 6 | +--- |
| 7 | + |
| 8 | +This page aims at showing you how to perform Area 1 actions in [Zero Trust Email Security](/cloudflare-one/email-security/), and new terminology introduced in Email Security. |
| 9 | + |
| 10 | +## Invite users |
| 11 | + |
| 12 | +In Area 1, you [invite users](/email-security/account-setup/manage-account-members/#add-user) by logging in to the Area 1 portal and inviting members. |
| 13 | + |
| 14 | +To invite users in Zero Trust Email Security: |
| 15 | + |
| 16 | +1. Log in to [Zero Trust](https://one.dash.cloudflare.com/). |
| 17 | +2. Go to **Manage Account**. |
| 18 | +3. Select **Members** > **Invite** > [Add account members](/fundamentals/manage-members/manage/#add-account-members). |
| 19 | + |
| 20 | +Once you have added new account members, you will have to assign each member an [Email Security role](/cloudflare-one/roles-permissions/#email-security-roles). |
| 21 | + |
| 22 | +| Area 1 | Email Security | Description | |
| 23 | +|---------------------|--------------------------------------------------------------------|--------------------------------------------------------------| |
| 24 | +| Super Admin | Email Security Analyst + Email Security Config Admin = Super Admin | Has full access to all products on Zero Trust Email Security | |
| 25 | +| Configuration Admin | Email Security Configuration Admin | Admin, cannot take actions on emails or see emails | |
| 26 | +| SOC Analyst | Email Security Analyst | Admin, can take actions on emails and see emails | |
| 27 | +| Viewer | Email Security Reporting | Can see metrics | |
| 28 | +|N/A | Cloudflare Zero Trust PII | Can read PII in Zero Trust (this includes Email Security) |
| 29 | + |
| 30 | +## Create webhooks |
| 31 | + |
| 32 | +In Area 1, you can [create alert webhooks](/email-security/email-configuration/domains-and-routing/alert-webhooks/#create-an-alert-webhook). |
| 33 | + |
| 34 | +In Zero Trust Email Security, webhooks are instead referred to as logs. You can enable [detection logs](/cloudflare-one/insights/logs/enable-logs/#enable-detection-logs) and/or [user action logs](/cloudflare-one/insights/logs/enable-logs/#enable-user-action-logs). Additionally, you can enable [Outbound Data Loss Prevention](/cloudflare-one/email-security/outbound-dlp/) to protect sensitive information in outbound emails. |
| 35 | + |
| 36 | +## Set up system alerts |
| 37 | + |
| 38 | +In Area 1, you can view [statistics](/email-security/reporting/statistics-overview/) of your account in the Home section. |
| 39 | + |
| 40 | +In Email Security, you can: |
| 41 | + |
| 42 | +- Go to [Cloudflare System Status](https://www.cloudflarestatus.com/) to view system status for the Cloudflare service. |
| 43 | +- Go to [Cloudflare Status API](https://www.cloudflarestatus.com/api) to view status information for the API documentation and functionality. |
| 44 | +- Configure [Cloudflare Notifications](/notifications/get-started/). |
| 45 | + |
| 46 | +## Contact support |
| 47 | + |
| 48 | +In Area 1, you can reach out to support via the following email addresses: |
| 49 | + |
| 50 | + |
| 51 | +- [email protected] (for PhishGuard customers only) |
| 52 | + |
| 53 | +In Email Security, you can: |
| 54 | + |
| 55 | +- Go to the [Cloudflare Help Center](https://www.support.cloudflare.com/s/?language=en_US) |
| 56 | +- [Contact Cloudflare Support](/support/contacting-cloudflare-support/) |
| 57 | +- [Raise a ticket](/support/contacting-cloudflare-support/#getting-help-with-an-issue) and enter the correct answer to the following questions: |
| 58 | + - What type of question do you have? **Technical - Other Products** |
| 59 | + - In what area can we help you? **Email Security** |
| 60 | +- Email [email protected] (for PhishGuard customers only). |
| 61 | + |
| 62 | +## Search emails |
| 63 | + |
| 64 | +In Area 1, you can perform two types of search: [Fielded Search](/email-security/reporting/search/#fielded-search) and [Freeform Search](/email-security/reporting/search/#freeform-search). |
| 65 | + |
| 66 | +In Email Security, the ability to search emails has been expanded. You can use three different [screen criteria](/cloudflare-one/email-security/email-monitoring/search-email/#screen-criteria) to search emails: |
| 67 | + |
| 68 | +- [Advanced screen](/cloudflare-one/email-security/email-monitoring/search-email/#advanced-screen) |
| 69 | +- [Regular screen](/cloudflare-one/email-security/email-monitoring/search-email/#regular-screen) |
| 70 | +- [Popular screen](/cloudflare-one/email-security/email-monitoring/search-email/#popular-screen) |
| 71 | + |
| 72 | +## Check metrics |
| 73 | + |
| 74 | +In Area 1, you can check [statistics](/email-security/reporting/statistics-overview/) in your Home section. |
| 75 | + |
| 76 | +In Email Security, you can check your metrics in the [Monitoring](/cloudflare-one/email-security/email-monitoring/) section in the dashboard. |
| 77 | + |
| 78 | +## Move messages to a specific folder |
| 79 | + |
| 80 | +Area 1 allows you to set up [message retraction](/email-security/email-configuration/retract-settings/) to move messages to specific folders. This is known as **retraction**. |
| 81 | + |
| 82 | +Moving messages to a specific folder is known as [auto-moves](/cloudflare-one/email-security/auto-moves/) in Zero Trust Email Security. |
| 83 | + |
| 84 | +## Create policies |
| 85 | + |
| 86 | +This table displays the difference in terminology used when creating policies: |
| 87 | + |
| 88 | +| Area 1 | Email Security | |
| 89 | +|-----------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------| |
| 90 | +| [Allowed patterns](/email-security/email-configuration/lists/allowed-patterns/) | [Allow policies](/cloudflare-one/email-security/detection-settings/allow-policies/) | |
| 91 | +| [Block lists](/email-security/email-configuration/lists/block-list/) | [Blocked senders](/cloudflare-one/email-security/detection-settings/blocked-senders/) | |
| 92 | +| [Trusted domains](/email-security/email-configuration/lists/trusted-domains/) | [Trusted domains](/cloudflare-one/email-security/detection-settings/trusted-domains/) | |
| 93 | +| [Text add-ons](/email-security/email-configuration/email-policies/text-addons/) | [Text add-ons](/cloudflare-one/email-security/detection-settings/configure-text-add-ons/) | |
| 94 | +| [Link actions](/email-security/email-configuration/email-policies/link-actions/) | [Link actions](/cloudflare-one/email-security/detection-settings/configure-link-actions/) | |
| 95 | +| [Added detections](/email-security/email-configuration/enhanced-detections/added-detections/) | [Additional detections](/cloudflare-one/email-security/detection-settings/additional-detections/) | |
| 96 | + |
| 97 | +## Reclassifications |
| 98 | + |
| 99 | +This table displays the difference in terminology used when finding emails whose disposition is incorrect: |
| 100 | + |
| 101 | +| Area 1 | Email Security | |
| 102 | +|--|--| |
| 103 | +| Report [false negative](/email-security/email-configuration/phish-submissions/#false-negatives)/[false positive](/email-security/email-configuration/phish-submissions/#false-positives) | [ Reclassify messages ](/cloudflare-one/email-security/email-monitoring/search-email/#reclassify-messages) | |
| 104 | +| N/A | Escalate user submissions | |
| 105 | +| [Team submission](/email-security/email-configuration/phish-submissions/#how-to-submit-phish) | [Team submissions](/cloudflare-one/email-security/email-monitoring/search-email/#team-submissions) | |
| 106 | +| [User submission](/email-security/email-configuration/phish-submissions/#how-to-submit-phish) | [User submissions](/cloudflare-one/email-security/email-monitoring/search-email/#user-submissions) | |
| 107 | + |
| 108 | +## Business Email Compromise |
| 109 | + |
| 110 | +In Area 1, you can set up a [Business email compromise (BEC)](/email-security/email-configuration/enhanced-detections/business-email-compromise/) list to protect against attackers who try to impersonate executives. |
| 111 | + |
| 112 | +In Email Security, this feature is known as [impersonation registry](/cloudflare-one/email-security/detection-settings/impersonation-registry/). |
| 113 | + |
| 114 | +## Synchronize directories |
| 115 | + |
| 116 | +In Area 1, you can [integrate directories](/email-security/email-configuration/enhanced-detections/business-email-compromise/#integrating-a-directory) in your email provider. |
| 117 | + |
| 118 | +In Email Security, you can add and sync [directories](/cloudflare-one/email-security/directories/). |
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