Self-service Phishing Report Button

Overview

This onboarding step will guide you through the setup and installation of the SoSafe Phishing Report Button (PRB). You will set up basics such as the inbox reported emails are sent to, the email environment your organization uses and finally the installation of the button itself.

Let’s get started by selecting… Start!

1. Reporting email

When employees report an email that was not part of a SoSafe simulation, this email along with some technical information is forwarded to the email address you specify here. This way, possible external threats are properly collected for review by security experts.

More advanced settings are available after the onboarding. You can also disable this feature, but we highly recommend using it to monitor real threats to your organization.

Enter an email address and select Save & continue.

2. Email provider

For technical reasons, we need to know which email provider your organization uses. We currently support Microsoft Outlook and Google Workspace (learn more about Outlook compatibility details here). It is possible to use both in parallel, but in this case we recommend reaching out to our Customer Success team. You can also change this setting later.

Select the option that applies to your organization, followed by Next.

3. Environment type

For Microsoft Outlook environments, you must let us know how Exchange is deployed at your organization. The exact installation method and settings depend on this information.

Select the option that applies to your organization, followed by Save & continue.

4. Installation

The Phishing Report Button is installed based on the selected email provider. For Google Workspace, installation is done via the Google Marketplace. For Microsoft Outlook, deployment is handled through Add-in manifest files.

Microsoft via Outlook add-in manifest file

The Phishing Report Button can be installed in Microsoft Outlook using an Add-In manifest file, with two available methods based on previous setup choices: via an installation URL or by using an XML document. Both methods include sensitive information such as API keys and should be treated as confidential. The installation process can be completed by administrators, and more detailed instructions are available in a separate documents. Please ensure that these credentials are handled securely throughout the installation.

For on-premise and hybrid environments, follow our installation manual for Exchange.

For cloud environments, follow our installation manual for Microsoft 365.

Google via Marketplace

The Phishing Report Button is installed via the Google Marketplace. Follow the instructions of how to install our PRB and whitelist as verified application in your tenant in installation manual for Google Workspace.

5. Overview

At the end of the setup process, you can review the steps completed throughout the installation. Do note that it can take up to 24 hours for the Phishing Report Button to show up in your system.

Note:
The Phishing Report Button has numerous capabilities and settings. After completing your onboarding, we encourage you to check the our remaining documentation and explore the Phishing Report Button section in the Manager!