Whitelisting for Proofpoint

To set up a filter to safelist an address:

  1. Navigate to Security Settings > Email > Filter Policies.

  2. While on the Inbound tab, click New Filter.

  3. Choose a name for the filter (i.e. Safe Senders) and leave the Direction set to Inbound.

  4. Click Continue.

  5. In the Filter Logic section, choose the proper Scope for the filter:

    • If you want the filter to be applied to everyone, leave scope = <Company>.

    • If you want to target a specific individual or group of individuals, change the scope.

  6. In the If section:

    • First drop-down box: Select Sender Address from the dropdown list of options message elements.

    • Next drop-down box: Select IS.

    • Final box: Enter the full email address of the sender (e.g. external-voicemail-system@mydomain.com).

  7. In the Do section: select <Allow> from the dropdown list of actions.

  8. On the right, in the Filter Details box, in the Description box, give a brief description of the filter's purpose.

  9. Click Save.

Troubleshooting tips:

Vendor documentation can be found here.