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[Email Security] Migration docs (#22553)
* [Email Security] Migration docs * Fixing links * fix link * Restructure page * fix broken link * Remove BEC table * Applied Pete's suggestions * Fix broken link * Implement suggestions * Fix links + add role * Fix typo * Update src/content/docs/email-security/migrate-to-email-security.mdx Co-authored-by: Pedro Sousa <[email protected]> * Addressing suggestions --------- Co-authored-by: Pedro Sousa <[email protected]>
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---
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title: Migrate to Email Security
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pcx_content_type: how-to
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sidebar:
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order: 9
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---
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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.
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## Invite users
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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.
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To invite users in Zero Trust Email Security:
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1. Log in to [Zero Trust](https://one.dash.cloudflare.com/).
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2. Go to **Manage Account**.
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3. Select **Members** > **Invite** > [Add account members](/fundamentals/manage-members/manage/#add-account-members).
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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).
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| Area 1 | Email Security | Description |
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|---------------------|--------------------------------------------------------------------|--------------------------------------------------------------|
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| Super Admin | Email Security Analyst + Email Security Config Admin = Super Admin | Has full access to all products on Zero Trust Email Security |
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| Configuration Admin | Email Security Configuration Admin | Admin, cannot take actions on emails or see emails |
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| SOC Analyst | Email Security Analyst | Admin, can take actions on emails and see emails |
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| Viewer | Email Security Reporting | Can see metrics |
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|N/A | Cloudflare Zero Trust PII | Can read PII in Zero Trust (this includes Email Security)
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## Create webhooks
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In Area 1, you can [create alert webhooks](/email-security/email-configuration/domains-and-routing/alert-webhooks/#create-an-alert-webhook).
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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.
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## Set up system alerts
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In Area 1, you can view [statistics](/email-security/reporting/statistics-overview/) of your account in the Home section.
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In Email Security, you can:
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- Go to [Cloudflare System Status](https://www.cloudflarestatus.com/) to view system status for the Cloudflare service.
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- Go to [Cloudflare Status API](https://www.cloudflarestatus.com/api) to view status information for the API documentation and functionality.
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- Configure [Cloudflare Notifications](/notifications/get-started/).
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## Contact support
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In Area 1, you can reach out to support via the following email addresses:
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- [email protected] (for PhishGuard customers only)
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In Email Security, you can:
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- Go to the [Cloudflare Help Center](https://www.support.cloudflare.com/s/?language=en_US)
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- [Contact Cloudflare Support](/support/contacting-cloudflare-support/)
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- [Raise a ticket](/support/contacting-cloudflare-support/#getting-help-with-an-issue) and enter the correct answer to the following questions:
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- What type of question do you have? **Technical - Other Products**
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- In what area can we help you? **Email Security**
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- Email [email protected] (for PhishGuard customers only).
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## Search emails
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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).
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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:
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- [Advanced screen](/cloudflare-one/email-security/email-monitoring/search-email/#advanced-screen)
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- [Regular screen](/cloudflare-one/email-security/email-monitoring/search-email/#regular-screen)
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- [Popular screen](/cloudflare-one/email-security/email-monitoring/search-email/#popular-screen)
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## Check metrics
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In Area 1, you can check [statistics](/email-security/reporting/statistics-overview/) in your Home section.
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In Email Security, you can check your metrics in the [Monitoring](/cloudflare-one/email-security/email-monitoring/) section in the dashboard.
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## Move messages to a specific folder
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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**.
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Moving messages to a specific folder is known as [auto-moves](/cloudflare-one/email-security/auto-moves/) in Zero Trust Email Security.
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## Create policies
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This table displays the difference in terminology used when creating policies:
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| Area 1 | Email Security |
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|-----------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------|
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| [Allowed patterns](/email-security/email-configuration/lists/allowed-patterns/) | [Allow policies](/cloudflare-one/email-security/detection-settings/allow-policies/) |
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| [Block lists](/email-security/email-configuration/lists/block-list/) | [Blocked senders](/cloudflare-one/email-security/detection-settings/blocked-senders/) |
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| [Trusted domains](/email-security/email-configuration/lists/trusted-domains/) | [Trusted domains](/cloudflare-one/email-security/detection-settings/trusted-domains/) |
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| [Text add-ons](/email-security/email-configuration/email-policies/text-addons/) | [Text add-ons](/cloudflare-one/email-security/detection-settings/configure-text-add-ons/) |
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| [Link actions](/email-security/email-configuration/email-policies/link-actions/) | [Link actions](/cloudflare-one/email-security/detection-settings/configure-link-actions/) |
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| [Added detections](/email-security/email-configuration/enhanced-detections/added-detections/) | [Additional detections](/cloudflare-one/email-security/detection-settings/additional-detections/) |
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## Reclassifications
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This table displays the difference in terminology used when finding emails whose disposition is incorrect:
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| Area 1 | Email Security |
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|--|--|
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| 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) |
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| N/A | Escalate user submissions |
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| [Team submission](/email-security/email-configuration/phish-submissions/#how-to-submit-phish) | [Team submissions](/cloudflare-one/email-security/email-monitoring/search-email/#team-submissions) |
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| [User submission](/email-security/email-configuration/phish-submissions/#how-to-submit-phish) | [User submissions](/cloudflare-one/email-security/email-monitoring/search-email/#user-submissions) |
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## Business Email Compromise
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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.
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In Email Security, this feature is known as [impersonation registry](/cloudflare-one/email-security/detection-settings/impersonation-registry/).
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## Synchronize directories
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In Area 1, you can [integrate directories](/email-security/email-configuration/enhanced-detections/business-email-compromise/#integrating-a-directory) in your email provider.
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In Email Security, you can add and sync [directories](/cloudflare-one/email-security/directories/).

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