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Add People to Set Exclusions

Add people to Set Exclusions to prevent specific individuals from appearing in Query-Based Collections that use those Sets, even if they meet the Set's query criteria. You can exclude people through bulk CSV upload for large groups or through manual selection for smaller numbers.

Prerequisites​

Before adding people to Set Exclusions, ensure you have:

  • Access to manage Sets in EmpowerID

Procedure​

  1. Navigate to Role Management > Query-Based Collections (SetGroup).
  2. Select the Actions tab.
  3. Click Add People to Set Exclusions. Add People to Set Exclusions
  4. Search for and select the target Set, then click Submit. Select Set
  5. Under Multiple Person Selection Options, choose your method:
    • Select Yes for bulk CSV upload
    • Select No for manual selection

Method 1: Bulk CSV Upload​

  1. If you selected Yes, prepare and upload your CSV file: Multiple Person Selection - Yes

    Your CSV file must include a header row labeled "Login" followed by one login per row. For example:

       Login
       john.doe@example.com
       jane.smith@example.com
       jack.johnson

  2. Click Browse and select your CSV file.

  3. Click Load CSV. Load CSV

  4. Review the loaded results in the preview to confirm the correct people are listed.

  5. Click Submit to add the exclusions. Submit Bulk Exclusions

Method 2: Manual Selection​

  1. If you selected No, manually select people to exclude: Multiple Person Selection - No

  2. Search for a person you want to exclude from the Set.

  3. Select the checkbox for the person's record. Select Person

  4. Repeat steps 7-8 for each person you want to exclude.

  5. Click Next to add the exclusions.

    The system displays a message confirming the results. Exclusion Results

Verify the Results​

After adding people to Set Exclusions:

  1. Navigate to Role Management > Query-Based Collections (SetGroup).
  2. Search for and select a Query-Based Collection that uses the Set you modified.
  3. Click the collection name to open its View One page.
  4. Wait for the Set Compiler Job to run and update the collection membership (or trigger a manual compilation if available).
  5. Expand the Resource Explicitly Excluded accordion and verify the excluded people appear in the list. Excluded Resources
  6. (Optional) Verify the excluded people do not appear in the collection's regular member list by checking the main membership accordion.