Help center

Guides, in the order you’ll need them.

If anything here takes you more than fifteen minutes, book a call and we’ll do it together. Every article says which plan it applies to.

Getting started

Onboarding checklist

Ten things in the first 30 minutes, with who does what.

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Create your organization and sign the agreement

Plan, profile, Security Officer, BAA or addendum.

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Invite users and assign roles

Directory sync, roles, offboarding.

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Multi-factor authentication

Enroll, recover, security keys.

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Gateway — connect your email

Connect Google Workspace

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Connect Microsoft 365

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DNS setup

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Inbound filtering (MX)

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DMARC dashboard and enforcement

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Rotate the relay credential

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Phased rollout

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Hosted — mailboxes and devices

Mailboxes, aliases, shared mailboxes, groups

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Set up iPhone, Android and Outlook

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Device policy and remote wipe

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App passwords for IMAP

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Migrate your mailbox

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Retention, journaling and legal hold

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Using webmail

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Encrypted delivery

Send a secure message

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Help for recipients

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Revoke or resend

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Brand the recipient experience

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Policies & detection

Policies and rules

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Custom patterns and keyword lists

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Handle false positives

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Quarantine and held messages

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Disclaimers, notices and subject tags

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Archive & audit

Search the archive and export

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Read the audit log

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Evidence pack for an auditor

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Quarterly report and annual letter

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Admin, billing & security

Billing, seats, invoices, tax exemption

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Offboard a user

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Single sign-on (SAML/OIDC)

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Report a security incident

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Partner console

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Troubleshooting

A message bounced or was deferred

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Sending was paused

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DNS checks show red

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A message wasn’t encrypted

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Tools

Free compliance scanner

Check your domain’s SPF, DKIM, DMARC, MTA-STS and TLS in 60 seconds.

Run the scanner →

Checklists by industry

The 12 questions an auditor, carrier, underwriter or examiner asks.

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Still stuck?

Email [email protected], use chat on any page, or book a 15-minute call. First response within 15 minutes on chat and 1 business hour by email (8 am – 8 pm Eastern, Monday–Friday); 24/7 for outages. Please don’t put patient or client information in tickets — support staff outside the US never see message content.