- In the navigation sidebar, go to Contacts > Selections
- Scroll, search, or filter to find the relevant contact selection
- Select a contact selection to open the preview panel*
- In the preview panel on the right, click View Details
- Click the edit icon ✏️in the toolbar to rename the contact selection, then click the save icon 💾 to confirm
- To add additional contacts, click the three-dot settings menu in the toolbar and select Add to this Selection
- To remove a contact, click the three-dot settings menu next to a contact and select Remove From Selection
*Shortcut: Select a contact selection group to view its details and update access using the color-coded access icons in the preview panel.