What is cloudflare security and what does it involve?

TechSteps configures Cloudflare as a security layer rather than a proxy that happens to be switched on: WAF rules tuned to your application, rate limiting derived from real traffic, DNS posture, and an origin locked so it only accepts Cloudflare traffic. The rules are tested against login, API, admin and checkout paths so protection does not break the business.

What this solves

The problem underneath the request.

Cloudflare in front of a site with default settings does something useful and much less than people assume. The proxy is enabled, the orange cloud is on, and the origin is still directly reachable while the rules are generic.

The opposite problem is equally common. Security settings are turned up, and suddenly the WordPress admin will not load, the REST API returns challenges, a payment webhook stops arriving, or checkout intermittently fails for customers on mobile networks. The rules are then switched off entirely.

Getting this right means understanding which paths in your application are sensitive, which are expensive, which receive machine traffic that must never be challenged, and configuring accordingly.

Who this is for

  • Sites already on Cloudflare that have never had the configuration reviewed
  • Businesses whose security rules broke something and were disabled
  • WordPress and WooCommerce sites where admin or checkout is affected
  • Companies needing origin protection as well as edge filtering
  • Teams who need DNS, WAF and caching to be coherent rather than contradictory

When people call us

Situations that usually start this conversation.

If more than one of these sounds familiar, the underlying cause is often a single issue rather than several separate ones.

  • 01 Cloudflare is enabled but nobody configured anything beyond DNS
  • 02 Security rules were turned on and broke the admin area or checkout
  • 03 Payment or third-party webhooks stopped arriving
  • 04 Bot traffic is still reaching the origin
  • 05 Caching behaves inconsistently between edge and origin
  • 06 You need to demonstrate a WAF is in place for a client or auditor

Technical scope

What the work actually covers.

Not every engagement includes all of this. The scope is agreed in writing before we start, and anything excluded is named rather than left ambiguous.

DNS and origin

  • Record review, including which records are proxied and which leak the origin
  • Origin firewall restricted to Cloudflare IP ranges
  • Authenticated origin pulls where appropriate
  • Subdomain audit for unproxied hosts
  • DNSSEC and email authentication records

Firewall rules

  • WAF configuration tuned to the application rather than left generic
  • Custom rules for administrative and login paths
  • Allow rules for legitimate machine traffic such as payment webhooks
  • Rate limiting by path, derived from observed traffic
  • Bot management calibrated to avoid blocking real users

Caching and performance

  • Cache rules with explicit bypass for cart, checkout, account and admin
  • Cache key configuration including relevant cookies and query strings
  • Coordination with origin caching so the two do not contradict
  • Compression and protocol settings
  • Page rules or equivalent consolidated and documented

Verification

  • Testing of login, admin, API, webhook and checkout paths after every rule change
  • Confirmation that the origin rejects non-Cloudflare traffic
  • Log review to confirm what is being blocked and why
  • A documented record of every rule and its purpose

How we approach it

The order matters more than the checklist.

  1. 01

    Audit what is configured now

    Existing rules, page rules, DNS records and cache settings. Most accounts have accumulated rules nobody can explain, some of which contradict each other.

  2. 02

    Map the sensitive paths

    Login, admin, REST and AJAX endpoints, webhook receivers, checkout. These are where security rules cause damage, so they are identified before any rule is written.

  3. 03

    Lock the origin

    Firewall restricted to Cloudflare ranges, and any DNS record that exposes the origin address addressed. Without this, the entire configuration can be bypassed.

  4. 04

    Write rules from real traffic

    Rate limits and bot rules derived from your actual logs rather than from a template, then deployed in log-only mode first where the platform supports it.

  5. 05

    Test the paths that break

    After each change: admin login, a REST request, a webhook delivery, a test checkout. This is the step that gets skipped and is the reason rules get disabled later.

  6. 06

    Document every rule

    What it does, why it exists, and what would break if it were removed. Undocumented rules eventually get deleted by someone troubleshooting an unrelated problem.

What goes wrong

How this work fails when it is done badly.

These are the patterns we see most often when we are called in to fix someone else's work, or our own from earlier in our careers.

  • Origin left directly reachable

    Cloudflare is bypassed by connecting to the origin IP. Every rule configured at the edge becomes optional from the attacker's point of view.

  • Security level raised globally

    Challenges applied to everything, including API clients and webhook senders that cannot solve them. Integrations fail silently and the cause is not obvious.

  • Caching applied to authenticated pages

    Cart, account or admin responses cached at the edge. Customers see stale or, occasionally, someone else's content. This is the most damaging Cloudflare misconfiguration.

  • Webhooks blocked by bot rules

    A payment provider callback is classified as bot traffic and challenged. Orders stay unpaid or unconfirmed, and nothing errors visibly on your side.

  • Rules accumulated without documentation

    Dozens of rules created over years by different people. Nobody knows which are load-bearing, so nobody touches any of them.

What each side brings

What we need from you

  • Access to the Cloudflare account with sufficient permissions
  • Origin server and firewall access
  • A list of legitimate integrations, webhooks and automated clients
  • A test account for verifying login and checkout paths
  • Awareness of any previous rules that were disabled and why

What you get

  • Reviewed and documented DNS configuration
  • Origin firewall restricted to Cloudflare ranges, verified
  • WAF and rate limiting rules tuned to your traffic, each documented
  • Cache rules with explicit exclusions
  • Verification results across login, admin, API, webhook and checkout paths
  • A record of what is deliberately allowed and why

Where we stop

  • Some capabilities depend on your Cloudflare plan. We will tell you what a paid tier would add rather than implying a feature exists on the free plan.
  • Cloudflare cannot protect against a vulnerability in your application. It reduces exposure and buys time; it does not patch code.
  • Rules require occasional revisiting as your application changes. A new endpoint can fall foul of an existing rule.

Questions we actually get asked

Straight answers.

Is the free plan enough?

For many small sites, yes, particularly once the origin is locked down and basic rules are in place. Rate limiting, richer WAF rules and bot management are stronger on paid tiers. We would rather configure the free plan well than sell you an upgrade you do not need, and we will tell you plainly where a limitation is the plan.

Our WordPress admin stopped working after enabling security. Why?

Almost always a rule challenging or blocking admin-ajax, the REST API, or the login path. WordPress uses these for ordinary functionality, so a generic rule aimed at attack traffic catches normal operation. The fix is path-specific rules rather than a global security level.

How do we stop attackers going around Cloudflare?

Configure the origin firewall to accept web traffic only from Cloudflare IP ranges, and remove the DNS records that leak the origin address. Also check for unproxied subdomains, since a mail or staging host pointing at the same server exposes it. This is the single most important step and it is frequently missing.

Will Cloudflare caching conflict with our caching plugin?

It can, and the symptom is confusing inconsistency where a change appears for some visitors and not others. The two layers need to agree about what is cacheable and for how long, and both must exclude the same personalized paths. We configure them as one system rather than two.

Can you set this up without downtime?

Yes. Rules can be deployed in a log-only mode first so you can see what would have been blocked before anything is enforced. The origin firewall change needs care and is verified before the previous access path is removed.

Review Cloudflare.

Describe the system and what is going wrong with it. A short technical conversation is usually enough for us to tell you whether this is the right work and roughly what it involves.