INSIDER RISK & EMAIL SECURITY

Proofpoint ITM & Email Security

Investigate insider risk, protect sensitive data and defend business email with Proofpoint’s ITM and email-security portfolio.

01 / PROOFPOINT

Understand insider risk. Respond with context.

Explore ITM capabilities for investigating user activity and protecting sensitive information.

User activity visibility

Connect user actions with data interactions to understand the context behind an insider-risk alert.

File & data movement

Trace supported file transfers, browser downloads, cloud-sync activity and removable-media use, with context for investigation.

Detection rules & alert libraries

Start with predefined scenarios, then tailor rules to users, applications, data and your organization’s policies.

Timelines & visual evidence

Review activity surrounding an incident using timelines, screenshots and associated context. Share relevant findings with authorized investigation teams.

Adaptive risk monitoring

Adjust monitoring as risk changes, combining behavior and data signals to focus investigations.

Data protection & user coaching

Apply supported controls to risky transfers and request user justification or display policy guidance at the point of action.

Privacy & access controls

Use masking, anonymization and role-based access to limit exposure of monitoring data to appropriate personnel.

ObserveIT / on-premises controls

Documented on-premises functions include session replay, policy notifications and supported application or command enforcement. Coverage depends on agent and server versions.

Communication risk context

Current ITM offerings describe sentiment analysis of workplace communications as an additional investigation signal; confirm its entitlement and channel coverage.

Coverage varies by ITM edition, agent, operating system and enabled integrations. SaaS capabilities and on-premises functions should be mapped separately.

02 / PROOFPOINT

Choose the ITM operating model.

Match management responsibility and investigation requirements to the environment.

ITM SaaS

Cloud service with endpoint agents for visibility and protection. Confirm data location, integrations, retention and licensed capabilities for the selected offer.

ITM On-Premises / ObserveIT

An organization-operated architecture documented separately from SaaS. For an existing estate, check the installed release, supported platforms and available upgrade path.

03 / PROOFPOINT

Protect the email conversation.

Core Email Protection combines detection and response across the email lifecycle.

Phishing & business email compromise

Analyze sender behavior, relationships and message intent to identify suspicious requests and impersonation attempts.

Malicious URLs & attachments

Inspect links and files using threat intelligence and sandboxing. Click-time URL controls depend on the deployment.

Spam & graymail

Filter unwanted messages and apply contextual warnings to help recipients assess suspicious email.

Post-delivery remediation

Detect threats that emerge after delivery and remove affected messages through supported automated response workflows.

Threat investigation

Review campaign context, affected users and threat findings in investigation workflows that support response decisions.

User-reported email triage

Automate analysis of reported suspicious messages and reduce repetitive abuse-mailbox handling.

04 / PROOFPOINT

Extend protection around the inbox.

Select complementary products for identity, outbound data, domain trust and user awareness.

Email Fraud Defense

Identify legitimate senders, support DMARC rollout and investigate spoofing or lookalike-domain risks.

Account Takeover Protection

Investigate compromised cloud accounts and remediate supported malicious mailbox rules, application grants and MFA changes.

Email DLP & Encryption

Detect sensitive content in messages and attachments. Apply outbound policies and encryption based on users, groups and data.

Adaptive Email DLP

Use behavioral context to flag wrong recipients, unexpected attachments and suspicious outbound sharing, with guidance that helps users correct mistakes.

Secure Email Relay

Centralize application and third-party email delivery. Restrict senders, scan messages and apply DKIM signing to support domain authentication.

ZenGuide

Provide targeted security education and phishing simulations based on user risk and relevant threats.

Messaging Protection

Extend malicious-link protection beyond email into supported messaging and collaboration channels.

Proofpoint Essentials

A separate email-security offering with package-dependent continuity, archiving and other capabilities. Confirm current packages and regional availability.

These are distinct products and capabilities. Inclusion depends on the purchased bundle or add-on; an ITM license does not imply email-security entitlement.

05 / PROOFPOINT

Choose the mail integration.

The integration model determines where messages are inspected and which controls apply.

Secure Email Gateway (SEG)

Inspect mail inline before delivery, with routing and policy controls. Plan mail flow, domains and integration with the existing email service.

Core Email Protection API

Connect to Microsoft 365 through Microsoft Graph without changing MX records. Add mailbox visibility, threat detection and supported remediation.

Proofpoint describes protection for Microsoft 365 and Google Workspace; validate platform support for the specific product. The API option described here is the Microsoft 365 integration.

06 / PROOFPOINT

Choose the scope of protection.

Current enterprise collaboration-security packages provide a path from email protection to broader coverage.

Core Email Protection

Email threat detection and response, delivered through the selected API or gateway architecture.

Collaboration Security Tier 2

Extends Core with account takeover, supplier-account and collaboration protection.

Collaboration Security Tier 3

Adds risk-based education and threat-informed simulations to Tier 2.

Collaboration Security Prime

Adds impersonation protection, domain authentication and application-email relay to the broader package.

Confirm product inclusions, deployment-specific limitations, consumption allowances and commercial terms in the current Proofpoint quote. ITM and data-security products require their own entitlement review.

Official Proofpoint references

Checked on 24 September 2026. On-premises references describe documented release functionality; confirm current support and availability with the vendor.

THE PSYCHOTECH DIFFERENCE

Technology, with people behind it.

Psychotech provides implementation expertise for Proofpoint ITM (ObserveIT), with technical guidance and team training.

Start with a discussion of your environment, priorities and requirements.

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