Repository: cloudflare/cloudflare-docs
Pull request #22597: [Email Security] Add missing step
Author: login: Maddy-Cloudflare
Labels: name: product:cloudflare-one
name: size/s
Created: 2025-05-21T15:40:10Z | Merged: 2025-05-23T16:05:16Z

This PR aims at informing the user that they need to have a Zero Trust organization to access Zero Trust on the dashboard.

This PR creates a partial.


Diff:
diff --git a/src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/api/office365-api.mdx b/src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/api/office365-api.mdx
index 8bf0da7eff915e6..1f5e251b92bbfcd 100644
--- a/src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/api/office365-api.mdx
+++ b/src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/api/office365-api.mdx
@@ -11,12 +11,11 @@ This guide will instruct you through setting up Microsoft Office 365 with Email
 
 ## Prerequisites
 
-* A [Cloudflare account](https://dash.cloudflare.com/sign-up).
-* A domain to protect.
+To use Email Security, you will need to have:
 
-## Enable Email Security via the dashboard
+<Render file="email-security/onboarding-prerequisites" />
 
-To enable Email Security:
+## Enable Email Security via the dashboard
 
 1. Log in to [Zero Trust](https://one.dash.cloudflare.com/).
 2. Select **Email Security**.
@@ -30,7 +29,6 @@ To enable Email Security:
    - Select **Connect a domain**.
    - Choose **MS Graph API**. Refer to [Connect your domains](/cloudflare-one/email-security/setup/post-delivery-deployment/api/office365-api/#connect-your-domains) to connect your domain(s).
 
-
 ### Enable Microsoft integration
 
 To enable Microsoft integration:
diff --git a/src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/enable-gmail-integration.mdx b/src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/enable-gmail-integration.mdx
index 15f0633b038479f..4416471c62c32fa 100644
--- a/src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/enable-gmail-integration.mdx
+++ b/src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/enable-gmail-integration.mdx
@@ -5,7 +5,15 @@ sidebar:
   order: 2
 ---
 
-To enable Gmail BCC integration:
+import { Render } from "~/components"
+
+## Prerequisites
+
+To use Email Security, you will need to have:
+
+<Render file="email-security/onboarding-prerequisites" />
+
+## Enable Gmail BCC integration:
 
 1. Log in to [Zero Trust](https://one.dash.cloudflare.com/).
 2. Select **Email Security**.
@@ -22,7 +30,6 @@ To enable Gmail BCC integration:
     - Refer to [Connect your domains](/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/connect-domains/) to connect your domain(s).
 
 
-
 ### 1. Create a Service Account in your GCP Project
 
 1. Once you have named your integration, select **Next**.
diff --git a/src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/journaling-setup/manual-add.mdx b/src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/journaling-setup/manual-add.mdx
index bf4e8793422cbf7..9aae78fbf450ba0 100644
--- a/src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/journaling-setup/manual-add.mdx
+++ b/src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/journaling-setup/manual-add.mdx
@@ -4,9 +4,15 @@ sidebar:
   order: 3
 ---
 
-import { GlossaryTooltip } from "~/components"
+import { GlossaryTooltip, Render } from "~/components"
 
-To manually add domains:
+## Prerequisites
+
+To use Email Security, you will need to have:
+
+<Render file="email-security/onboarding-prerequisites" />
+
+## Manually add domains
 
 1. Log in to [Zero Trust](https://one.dash.cloudflare.com/).
 2. Select **Zero Trust**.
diff --git a/src/content/docs/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup.mdx b/src/content/docs/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup.mdx
index 9a768c481d74305..d9d38a6555fa572 100644
--- a/src/content/docs/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup.mdx
+++ b/src/content/docs/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup.mdx
@@ -5,7 +5,15 @@ sidebar:
   order: 3
 ---
 
-To set up MX/Inline:
+import { Render } from "~/components"
+
+## Prerequisites
+
+To use Email Security, you will need to have:
+
+<Render file="email-security/onboarding-prerequisites" />
+
+## Initiate MX/Inline configuration
 
 1. Log in to [Zero Trust](https://one.dash.cloudflare.com/).
 2. Select **Email Security**.
@@ -45,8 +53,8 @@ If you have verified zones on Cloudflare, continue with the following steps:
 
 If you do not have domains with Cloudflare, the dashboard will display two options:
 
-- Add a domain to Cloudflare.
-- Enter domain manually.
+- [Add a domain to Cloudflare](/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup/#add-a-domain-to-cloudflare).
+- [Enter domain manually](/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup/#enter-domain-manually).
 
 ### Add a domain to Cloudflare
 
@@ -61,4 +69,4 @@ Then, follow the steps to [Set up MX/Inline](/cloudflare-one/email-security/setu
 3. **Verify your domains**: It may take up to 24 hours for your domains to be verified. Select **Done**.
 4. Once your domains have been verified, the dashboard will display a message like this: **You have verified domains ready to connect to Email Security**. This means that you can now set up Email Security via MX/Inline. 
 5. Select **Set up**, then select **MX/Inline**.
-6. Follow the steps to [Set up MX/Inline](/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup/).
\ No newline at end of file
+6. Follow the steps to [Initiate MX/Inline configuration](/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup/#initiate-mxinline-configuration).
\ No newline at end of file
diff --git a/src/content/partials/cloudflare-one/email-security/onboarding-prerequisites.mdx b/src/content/partials/cloudflare-one/email-security/onboarding-prerequisites.mdx
new file mode 100644
index 000000000000000..99c76fc9d593871
--- /dev/null
+++ b/src/content/partials/cloudflare-one/email-security/onboarding-prerequisites.mdx
@@ -0,0 +1,8 @@
+---
+{}
+
+---
+
+- A [Cloudflare account](https://dash.cloudflare.com/sign-up)
+- A [Zero Trust organization](/cloudflare-one/setup/#create-a-zero-trust-organization)
+- A domain to protect
\ No newline at end of file


Reviews:
user: login: RebeccaTamachiro
state: COMMENTED
author_association: CONTRIBUTOR
submitted_at: 2025-05-21T15:58:19Z
user: login: RebeccaTamachiro
state: COMMENTED
author_association: CONTRIBUTOR
submitted_at: 2025-05-21T15:58:46Z
user: login: RebeccaTamachiro
state: COMMENTED
author_association: CONTRIBUTOR
submitted_at: 2025-05-21T15:58:57Z
user: login: RebeccaTamachiro
state: APPROVED
author_association: CONTRIBUTOR
submitted_at: 2025-05-23T15:35:16Z

Review comments:
diff_hunk: @@ -5,6 +5,12 @@ sidebar:
   order: 2
 ---
 
+import { Render } from "~/components"
+
+## Prerequisites
+
+<Render file="email-security/onboarding-prerequisites" />
+
path: src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/enable-gmail-integration.mdx
user: login: RebeccaTamachiro
body: Consider adding Another h2 here before "To enable Gmail BCC integration:" Otherwise, it looks like these steps are part of the Prerequisites.
created_at: 2025-05-21T15:58:19Z
author_association: CONTRIBUTOR
diff_hunk: @@ -4,7 +4,11 @@ sidebar:
   order: 3
 ---
 
-import { GlossaryTooltip } from "~/components"
+import { GlossaryTooltip, Render } from "~/components"
+
+## Prerequisites
+
+<Render file="email-security/onboarding-prerequisites" />
 
path: src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/journaling-setup/manual-add.mdx
user: login: RebeccaTamachiro
body: Same as above.
created_at: 2025-05-21T15:58:46Z
author_association: CONTRIBUTOR
diff_hunk: @@ -5,6 +5,12 @@ sidebar:
   order: 3
 ---
 
+import { Render } from "~/components"
+
+## Prerequisites
+
+<Render file="email-security/onboarding-prerequisites" />
+
path: src/content/docs/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup.mdx
user: login: RebeccaTamachiro
body: Same as above.
created_at: 2025-05-21T15:58:57Z
author_association: CONTRIBUTOR

PR comments:
user: login: hyperlint-ai-deprecated[bot]
created_at: 2025-05-21T15:40:40Z
body: Howdy and thanks for contributing to our repo. The Cloudflare team reviews new, external PRs within **two (2) weeks**. If it's been two weeks or longer without any movement, please tag the PR **Assignees** in a comment.

We review internal PRs within **1 week**. If it's something urgent or has been sitting without a comment, start a thread in the *Developer Docs* space internally.

---

## PR Change Summary

Updated documentation to inform users about the requirement of having a Zero Trust organization to access Zero Trust features on the dashboard.
- Added prerequisites section to multiple email security setup guides
- Included a reference to onboarding prerequisites for Zero Trust access
- Clarified the need for a Zero Trust organization in the documentation


**Modified Files**

- `src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/api/office365-api.mdx`
- `src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/enable-gmail-integration.mdx`
- `src/content/docs/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/journaling-setup/manual-add.mdx`
- `src/content/docs/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup.mdx`


 







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author_association: CONTRIBUTOR
user: login: github-actions[bot]
created_at: 2025-05-21T15:41:14Z
body: This pull request requires reviews from **CODEOWNERS** as it changes files that match the following patterns:
| Pattern | Owners |
| ------- | ------ |
| `/src/content/docs/cloudflare-one/` | `@ranbel`, `@cloudflare/pcx-technical-writing` |
| `*` | `@cloudflare/pcx-technical-writing` |
author_association: CONTRIBUTOR
user: login: github-actions[bot]
created_at: 2025-05-21T15:47:10Z
body: **Preview URL:** https://9d62496e.preview.developers.cloudflare.com
**Preview Branch URL:** https://maddy-email-security-pcx-17533.preview.developers.cloudflare.com

**Files with changes (up to 15)**

| Original Link | Updated Link |
| --- | --- |
| [https://developers.cloudflare.com/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup/](https://developers.cloudflare.com/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup/) | [https://maddy-email-security-pcx-17533.preview.developers.cloudflare.com/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup/](https://maddy-email-security-pcx-17533.preview.developers.cloudflare.com/cloudflare-one/email-security/setup/pre-delivery-deployment/mx-inline-deployment-setup/) |
| [https://developers.cloudflare.com/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/enable-gmail-integration/](https://developers.cloudflare.com/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/enable-gmail-integration/) | [https://maddy-email-security-pcx-17533.preview.developers.cloudflare.com/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/enable-gmail-integration/](https://maddy-email-security-pcx-17533.preview.developers.cloudflare.com/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/bcc-setup/gmail-bcc-setup/enable-gmail-integration/) |
| [https://developers.cloudflare.com/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/journaling-setup/manual-add/](https://developers.cloudflare.com/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/journaling-setup/manual-add/) | [https://maddy-email-security-pcx-17533.preview.developers.cloudflare.com/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/journaling-setup/manual-add/](https://maddy-email-security-pcx-17533.preview.developers.cloudflare.com/cloudflare-one/email-security/setup/post-delivery-deployment/bcc-journaling/journaling-setup/manual-add/) |
| [https://developers.cloudflare.com/cloudflare-one/email-security/setup/post-delivery-deployment/api/office365-api/](https://developers.cloudflare.com/cloudflare-one/email-security/setup/post-delivery-deployment/api/office365-api/) | [https://maddy-email-security-pcx-17533.preview.developers.cloudflare.com/cloudflare-one/email-security/setup/post-delivery-deployment/api/office365-api/](https://maddy-email-security-pcx-17533.preview.developers.cloudflare.com/cloudflare-one/email-security/setup/post-delivery-deployment/api/office365-api/) |
author_association: CONTRIBUTOR