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  1. Sign in to EmpowerID as an administrator and browse to Role Management > Query-Based Collections (SetGroup).

  2. Select the Actions tab and then click Add People to Set Exclusions.

    image-20240424-170234.png

  3. Search for the target Set, click the record to select it, and then click Submit to finalize your selection.

    image-20240424-192344.png

  4. Under Multiple Person Selection Options, select No.

    image-20240424-194513.png

  5. Search for the person you want to exclude from the Set and check the box for the person’s record to select it.

    image-20240424-195017.png

  6. Repeat step 5 for each person you want to exclude.

  7. After adding each person, click Next .
    You should see a message indicating the resultsto complete the process.

    image-20240424-195301.pngImage Removed

Expected Results

When an individual is added as a Set exclusion, they are excluded from appearing in any Query-Based Collection that utilizes those Sets. You can review the results on the 'View One' page for the any relevant Query-Based Collections to verify that the exclusion has been successfully appliedCollection after the system has compiled it. The procedure for confirming this is outlined below:

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