The Excluded users section is where you keep specific named people out of a group. It is useful when those users would otherwise be included through criteria or through Include all employees, and you want to be sure they don't end up with whatever the group is granting (access to shared content, a campaign welcome email, a training, and so on).
Only users you manually exclude show in the Excluded users section. The All except mode inside a criteria condition is a different mechanism: it filters the criteria result by attribute, but it doesn't produce visible entries in the Excluded users list.
Excluding a Specific User
From the sidebar, under USER MANAGEMENT, click Groups.
Open the group you want to update.
In the Excluded users section, click + Manual exclude.
Search for the employee by first name, last name, or email address.
Click the employee to add them to the exclusion list.
Repeat for each additional user you want to exclude.
Click Save.
The excluded users appear in the Excluded users list, each marked "manual" in the Method column.
Excluding Users in Bulk via CSV
Open the group.
In the Excluded users section, click + Manual exclude.
Click Export CSV Template to download the template.
Fill in the template with the users you want to exclude.
Upload the completed file using the upload option on the same screen.
Click Save.
Removing an Exclusion
To put a previously excluded user back into consideration for the group:
Open the group.
Find the user in the Excluded users list.
Use the row's remove action.
Click Save.
If the user matches the group's criteria (or the group includes all employees), they will reappear in the Members list automatically.
When to Exclude vs. When to Adjust Criteria
If you want to keep out a whole category of people based on an attribute they all share (for example, everyone with a particular employment type), express that in the criteria. Add a condition with the All except mode for the attribute that identifies them. This keeps the rule readable and self-maintaining.
If you want to keep out a specific named individual or two, use the Excluded users section. Manual exclusions are the right tool when the people in question are not naturally captured by an attribute.
A Note on Active Campaigns: If the group is the recipient of an active campaign with a welcome email, removing an exclusion can put someone back into the Members list, which can trigger the welcome email for them, even if that user has already completed the assigned tasks. Think carefully before editing the membership of a group that is attached to an active campaign.