Web Add-in v6.0+ Policies

Written By Marissa Fegan (Super Administrator)

Updated at December 2nd, 2025

In the SafeSend web console, you gain centralized control over your entire organization's email security. This is where you configure your desired policies, rules, and user assignments. Each SafeSend policy provides comprehensive, per-policy control over critical settings, such as Commonly Used and Advanced settings, Data Loss Prevention (DLP), Forbidden Users, and Override Text Strings.

To create a new policy:

  1. Navigate to Manage > Policies > + Add Policy within the SafeSend web console
  2. Name your policy in a way that appropriately describes it and click Save
  3. Once your policy is created, find it in the list and click the name of the newly created policy to open and configure it
  4. When you are done configuring your policy, click Save at the top
Policy Option Description
General
  1. Under General, you'll see where you can edit the policy name and optional description
  2. Under Safe Domains & Emails, you can add a list of safe domains and email addresses
    • Enter one safe domain or email address per line.

Safe Domains and Emails

Use this multi-line setting to specify the domains and email addresses that SafeSend should trust.

  • Domains: Listing a domain (e.g., mycompany.com) makes all its sub-domains safe (e.g., it covers name@mycompany.com and name@research.mycompany.com).
  • Emails: You can list specific email addresses instead of entire domains.

 

Settings

Under Settings, there are Advanced, Commonly Used, and Special Case settings to toggle certain features on or off. Refer to the Web Add-in Settings Reference for a description and valid options for each setting.

 

DLP

DLP (Data Loss Prevention) scans emails and attachments for specific client keywords or regular expressions, then requires user confirmation before the email is sent. To read more about Data Loss Prevention, including the complete process to configure and manage DLP rulesets, visit Web Add-in: Data Loss Prevention.

Forbidden

Forbidden Recipients prevents users from emailing specific domains or recipients. This restriction applies, even if the recipient's domain is typically considered safe. You can also toggled on/off the option to block distribution lists from being sent to any receiving email address that is a distribution list. Enter one forbidden domain or email address per line.

Strings

Under Strings, you can override any text string that applies specifically to the assigned users in your policy. 

  1. Click the Override Key button
  2. A dialog box will appear with a dropdown menu where you can select your key
  3. Select your desired language
  4. Under Value, edit the existing text with the text you want to replace it with
  5. When done, click OK