SmartConfig Recommendations

The SmartConfig Recommendations page helps administrators evaluate the current state of Email Security environment configurations and provides actionable recommendations to improve security posture, operational efficiency, and optimize their deployment.

Use Cases

SmartConfig Recommendations supports customers at different stages of their Email Security journey:

  • Newly onboarded customers who require guidance to configure Email Security according to recommended standards.

  • Smaller customers who do not have a dedicated Customer Success Manager (CSM) to review and validate their configuration.

  • Existing customers who may not perform quarterly reviews of their environment or adjust configurations as organizational requirements evolve.

  • Customers who have not yet adopted newly released features that can improve productivity and strengthen security posture.

Supported Capabilities

Administrators can use SmartConfig Recommendations to:

  • View the current configuration status of the Email Security environment.

  • Evaluate how effectively the Email Security product is configured.

  • Review recommendations that improve security and productivity posture and increase feature adoption.

  • Dismiss recommendations that are not applicable to their organization’s requirements.

SmartConfig Permissions

The SmartConfig page is visible to all users who have access to the Overview page in the Email Security Administrator Portal.

Permission

Accessibility
Policy View permission Allows users to view the SmartConfig Recommendations page and recommendations.
Policy Actions permission Allows users to view, configure or activate, dismiss, and manage recommendations.

Accessing the SmartConfig Recommendations

To access the SmartConfig Recommendations page:

  1. Access the Email Security Administrator Portal.

  2. From the left navigation panel, go to Security Settings > Smart Config.

    By default, the system shows all Pending recommendations.

SmartConfig Recommendations Scores

The SmartConfig Recommendations page provides two scoring metrics:

  • Security Score

  • Productivity Score

Each score reflects the current configuration status based on enabled features, applied configurations, and the severity of open recommendations.

Security and Productivity Score Levels

The scoring model includes the following levels:

  • Weak – Required features are not enabled to achieve minimum Email Security standards.

  • Basic – Only minimal required features are enabled.

  • Good – Several recommended features from the recommendations list are enabled.

  • Excellent – Most recommended features from the recommendations list are enabled.

Recommendation Severity Levels

Recommendations are categorized by the following severity levels:

  • Critical

  • High

  • Medium

  • Optional

Security and Productivity Score Criteria

Score Type

Score Criteria

Minimum Conditions of Evaluation Criteria
Security Score

Basic

  • No Critical recommendations are open.

Good

  • No Critical recommendations are open.

  • At most two High recommendations are open.

Excellent

  • No Critical and High recommendations are open.
Productivity Score

 

 

Weak

  • Not applicable for Productivity.

Good

  • No High recommendations are open.

Excellent

  • No High recommendations are open.

  • At most one Medium recommendation is open.

Reviewing Recommendations

Each recommendation is displayed as a recommendation card that provides a quick overview of the configuration improvement opportunity. The card includes the recommendation title, severity level, recommendation type (Security or Productivity), and a short description explaining the purpose and impact of the recommendation. This information helps administrators quickly identify configuration gaps, understand their priority, and take the appropriate action to improve the overall Email Security configuration posture.

Recommendations are sorted by severity level (Critical, High, and Medium) and by their assigned rank, as defined in the recommendations list (for both Security and Productivity types). See Recommendations List.

To configure or activate a recommendation, see Configuring or Activating a Recommendation.

To learn more about the recommendation, see Viewing Recommendation Details.

To dismiss a recommendation, see Dismissing a Recommendation.

Recommendations List

Recommendation Name

Priority

Action Type
Inline Protection - Office 365 Mail Critical

Configure
Inline Protection - Gmail Critical

Configure
Click-Time Protection - Office 365 Mail High

Configure
Click-Time Protection - Gmail High

Configure

Compromised Account Blocking

High

Configure
Data Loss Prevention (DLP) - Office 365 Mail High

Configure

Data Loss Prevention (DLP) - Gmail

High

Configure

User-Reported Phishing Visibility - Office 365 Mail

High

Configure

User-Reported Phishing Visibility - Gmail

High

Configure

Smart Banners - Office 365 Mail

High

Configure

Smart Banners - Gmail

High

Configure

Override Microsoft/Google Enforcement

High

Activate

Phishing Report Automation

High

Activate

Restore Requests Auto-Handling

High

Configure

Trusted Senders - Office 365 Mail

Medium

Configure

Trusted Senders - Gmail

Medium

Configure

Graymail Workflow - Office 365 Mail

High

Configure

Graymail Workflow - Gmail

High

Configure

End User Portal

Medium

Activate

Managing Recommendations

Configuring or Activating a Recommendation

To configure or activate a recommendation:

  1. Go to Security Settings > Smart Config.

  2. Locate the relevant recommendation.

  3. Click Configure or Activate.

  4. In the configuration pop-up or page that appears, make the relevant changes and save the configuration.

    Note - If an administrator create a policy from a recommendation:

    • If only one email server integration is configured (Microsoft 365 or Google Workspace), the system automatically opens the corresponding policy creation flow.

    • If both Microsoft 365 and Google Workspace integrations are configured, the system redirects the administrator to the Policies screen to select the relevant platform.

    After the configuration is completed successfully and the page is refreshed, the status changes to Completed and is automatically hidden from the recommendations list.

Viewing Recommendation Details

To view detailed information about a recommendation:

  1. Go to Security Settings > Smart Config.

  2. Locate the relevant recommendation.

  3. Click More Details.

    The system redirects you to the relevant topic.

Dismissing a Recommendation

To dismiss a recommendation:

  1. Go to Security Settings > Smart Config.

  2. Click the icon for the recommendation you want to dismiss.

  3. Click Dismiss.

  4. In the Dismiss the Recommendation? pop-up that appears.

    • To permanently dismiss the recommendation, click Dismiss Forever.

    • To receive a reminder about the recommendation after 30 days, click Remind me in 30 Days.

      If you select the Remind me in 30 Days option, the recommendation is temporarily hidden and reappears after 30 days.

    Note - Dismissing a recommendation does not affect the SmartConfig Recommendations Scores.

Consulting Email Security Experts

You can request Email Security expert guidance to review your current Email Security deployment and receive recommendations for improving security posture, productivity, and feature adoption.

To consult Email Security experts:

  1. Go to Security Settings > Smart Config.

  2. Click Consult Our Experts.

  3. In the Consult Our Experts pop-up that appears, fill the following details:

    1. In the Email field, enter the email address.

    2. In the Your phone number field, enter the phone number.

  4. Click Get in Touch.