Role
Company Admin or Screen Admin
Plan
Essentials, Scale, Pro and Enterprise
Prerequisites
Screens/Playlists are enabled for your company
You have Company Admin or Screen Admin permissions
Step 1 – Open Screens and go to Playlists
In the left‑hand sidebar, under Other, click Screens.
At the top of the Screens page, click the Playlists tab.
Click Create playlist in the upper‑right corner.
A new playlist is created and the name field is active.
Step 2 – Name your playlist
Type the name you want for the playlist.
Press Enter/Return to save the name.
Step 3 – Choose which screens the playlist should play on
After creating the playlist, you’ll be asked which screens it should run on.
In the Screens section, select one or more screens that should use this playlist.
Save your selection.
Any TV running one of these screens will be able to play this playlist.
Step 4 – Decide which teams or departments can access the playlist
You’ll then see the Playlist accessible for dialog.
At the top, choose how you want to filter:
Teams, or
Departments (if this is enabled in your account setup).
Use Search and (optionally) the Department filter to find the correct rows.
On the right, check the box next to each team or department that should have access to this playlist.
You can select a single team, multiple teams, or multiple departments, depending on how your organization is set up.
Click Save.
Only the selected teams/departments will be able to use this playlist on their screens.
Step 5 – Add slides to the playlist
With your playlist selected, go to the Slides / Available slides area.
Find or search for the slides you want to include.
Click the plus (+) icon to add slides to the playlist.
Reorder or remove slides as needed to control what appears and in which order.
What if this doesn’t work?
I can’t see the Screens or Playlists options
Screens/Playlists may not be enabled, or your role might not have access.
Ask a Company Admin to confirm that Screens is part of your setup and that you have Screen Admin (or similar) permissions.
I don’t see Teams or Departments in the “Playlist accessible for” dialog
Your account may only use Teams, or only some customers have Departments enabled.
Check with your SalesScreen admin or support how access control is configured for your organization.
The playlist doesn’t appear when assigning playlists to a screen
Confirm that the playlist is saved and that the screen and team/department you’re using are included in its access settings.
Refresh the Screens page and try again.




