How to Remove Users from Groups in Influitive

Method 1: For Manually Added Groups

1. Navigate to Members
2. Select the Groups tab
3. Find the user you want to remove
4. Use the "Add/Remove the Advocate from Groups" option
5. Simply remove the group from the user by clicking the "X" next to the group's name

Method 2: For Rule-Based Groups

1. Go to Members → Groups
2. Search for the target group
3. Click Edit on the group
3. Click on "2. Targeting"
4. Scroll to the bottom of the page
5. Create a new rule (or modify the existing one):

• Select "Exclude advocates that meet"
• Choose "all" of the following conditions
• Set the criteria to "Individuals" → "is any of"
• Add the user's name you want to exclude

6. Save the Group

Important Notes

• Manual additions can be removed directly from the user's profile
• Rule-based additions require creating exclusion rules to prevent the user from being re-added automatically
• The exclusion rule will permanently prevent that specific user from being added to the group via automated rules

When to Use Each Method

• Use Method 1 when you manually added someone to a group and want to remove them
• Use Method 2 when someone was added by an automated rule and you need to create a permanent exclusion