Setting Up a Safe Sender Filter in Proofpoint Essentials

Proofpoint Essentials uses filter policies to control how inbound messages are handled. To ensure Jericho Security simulation emails are delivered to your employees without being blocked or quarantined, you can create an inbound allow filter for the specific sending addresses confirmed by Jericho Support. This does not establish that URL or attachment protection is bypassed. The steps below walk you through creating that filter in the Proofpoint Essentials admin console.

Note

These steps apply to Proofpoint Essentials, not every Proofpoint product. Menu labels and filter actions must be checked against your current Essentials console. Proofpoint’s linked administrator instructions require sign-in.

Create an inbound allow filter

Open Filter Policies

Navigate to Security Settings > Email > Filter Policies.

Create a new filter

On the Inbound tab, click New Filter.

Name the filter and continue

Enter a name for the filter — for example, Safe Senders. Leave the Direction set to Inbound and click Continue.

Set the filter scope

In the Filter Logic section, choose the Scope for the filter:

• To apply the filter organization-wide, leave the scope set to Company.
• To apply it to specific individuals or groups, change the scope accordingly.

Define the sender condition

In the If section, configure the sender match:

• First drop-down: select Sender Address
• Second drop-down: select IS
• Text field: enter the full Jericho Security sender address for your campaign

Set the action to Allow

In the Do section, select Allow from the drop-down list of actions.

Add a description

In the Filter Details panel on the right, enter a brief description of the filter’s purpose — for example, Allows Jericho Security phishing simulation emails.

Save the filter

Click Save to activate the filter.

Tip

For additional guidance on filter configuration and safe sender lists, refer to Proofpoint’s own documentation: Whitelisting Addresses in Proofpoint Essentials.