Configuring security management for Zoom Mail

Account owners and admins can manage email security for all users in their domain. They can manage spam filters for their organization, create DLP rules, and manage compliance. Additionally, once the account owner or admin has chosen their managed domain, they can search for a spam filter by source or type and can edit or delete filters.

This article covers:

• How to access security management
• How to select the domain you want to manage
• How to manage the Filter tab
  • Access the Filter tab
  • Add a filter address
  • Add a filter domain
  • Edit a filter
  • Delete a filter
• How to manage the DLP tab
  • Access the DLP tab
  • Create a DLP rules
  • View DLP reports
• How to manage the Compliance tab
  • Access the Compliance tab
  • Create search criteria

Prerequisites for configuring security management for Zoom Mail

• Zoom One Business or Zoom One Enterprise account
• Account owner or admin privileges
• Zoom Mail and Calendar Clients enabled with a custom domain

Note: Pro accounts have the Zoom Mail and Calendar services enabled by default. For Business and Enterprise accounts, the Zoom Mail and Calendar services are disabled by default.

How to access security management

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Mail/Calendar Management, then click Security.

How to select the domain you want to manage

1. Access Domain Management.
2. At the top of the page, under Select a domain for security management, click the dropdown menu and select the domain that you want to manage.

How to manage the Filter tab

Access the Filter tab

1. Access the Security section in the Zoom Mail web settings.
2. Click the Filter tab.
3. (Optional) Click the Filter Type icon and select the filter type to find a filter address or filter domain.
4. (Optional) At the top of the page, use the search bar to find an address or domain.

Add a filter address

1. Access the Filter tab.
2. At the top of the Filter tab, click the Address tab.
3. In the top-right corner, click Add Filter Address.
   A pop-up window will appear.
4. In the window, complete the following information to create a filter:
   • Address: Enter an email address.
   • Filter Type: Click the dropdown menu and select the filter type you want.
5. Click Save.

Add a filter domain

1. Access the Filter tab.
2. At the top of the Filter tab, click the Domain tab.
3. In the top-right corner, click Add Filter Domain.
   A pop-up window will appear.
4. In the window, complete the following information to create a filter:
   • Domain: Enter a domain.
   • Filter Type: Click the dropdown menu and select the filter type you want.
5. Click Save.

Edit a filter

1. Access the Filter tab.
2. At the top of the Filter tab, click the Address tab or the Domain tab.
3. To the right of the address or domain you want to manage, click Edit.
   A pop-up window will appear.
4. In the window, edit the filter.
5. Click Save.

Delete a filter

1. Access the Filter tab.
2. At the top of the Filter tab, click the Address tab or the Domain tab.
3. To the right of the address or domain you want to manage, click Delete Filter.
   A confirmation window will appear.
4. In the window, click Delete.

How to manage the DLP tab

Access the DLP tab

1. Access the Security section in the Zoom Mail web settings.
2. Click the DLP tab.

Create a DLP rules

1. Access the DLP tab.
2. At the top of the page, click the Rules tab.
3. In the top-right corner, click + Create.
   A pop-up window will appear.
4. In the window, complete the following information:
   • Rule Name: Enter the name of the rule.
   • Expression Type: Click the dropdown and select the expression type.
5. Click Save.

DLP rules apply to all your domains.

View DLP reports

1. Access the DLP tab.
2. At the top of the page, click the Report tab.
3. Filter and search for DLP reports:
   • Use the From and To boxes:
     1. At the top of the page, click the From and/or To box.
     2. Select a date range from the pop-up calendar.
        Your results will be filtered by your selected date range.
   • Search by user email:
     1. At the top of the page, use the middle search bar to search by user email.
   • Search by DLP name:
     1. In the top-right corner, use the search bar to search by DLP name.
4. After entering the search criteria, click Search.
   The DLP reports will appear.
5. View the report information:
   • Name
   • Rule ID
   • User
   • Subject
   • MIME ID
   • Date
6. View and hover your mouse over the following charts to see the count number:
   • Top Policy Incidents
   • Top Risky Users
   • Alerts By Day

How to manage the Compliance tab

Access the Compliance tab

1. Access the Security section in the Zoom Mail web settings.
2. Click the Compliance tab.

Create search criteria

1. Access the Compliance tab.
2. In the top-right corner, click + Create.
   A pop-up window will appear.
3. In the window, enter the search criteria:
   • Search by message ID:
     1. To the right of Search By, click Message ID.
     2. In the Message ID box, enter the message ID.
     3. Click Next.
        A Request Action page will appear.
     4. On the page, select the checkboxes.
        
        1. (Optional) At the top of the page, to the left of Owner, select the checkbox to select all checkboxes.
     5. At the bottom of the page, under Request Action, click the dropdown menu and select an action.
     6. Click Submit.
   • Search by other criteria:
     1. To the right of Search By, click Others.
     2. Enter the Sender email address.
     3. Select the Date Range to filter.
     4. Search for the Recipient email.
     5. Search for the CC email.
     6. Search for the BCC email.
     7. Click Next.
        A Request Action page will appear.
     8. On the page, select the checkboxes.
        
        1. (Optional) At the top of the page, to the left of Owner, select the checkbox to select all checkboxes.
     9. At the bottom of the page, under Request Action, click the dropdown menu and select an action.
     10. Click Submit.
4. View the job ID and operation information in the Compliance tab.