Training | HubSpot | How to Edit Deal Pipeline Permissions

Purpose

This training explains how to edit Deal Pipeline permissions in HubSpot.
Learners will understand how to locate and adjust user or team access to specific pipelines.
This is important for ensuring only authorized users can edit, view, or manage deal pipelines appropriately.

Training Content

1. Go to HubSpot and click on Settings in the top navigation bar.

2. In the left sidebar, scroll down and select Objects.

3. Find and click on Deals.

4. Within the Deals section, select the Pipelines tab (alongside Setup, Associations, Record Customization, etc.).

5. Choose the pipeline you want to edit — for example, Success Story Collection.

6. On the right side of the screen, click Actions, then select Manage Access.

7. In the Manage Access panel, choose who can access or edit the pipeline:

   • Private – only visible to you.

   • Everyone – visible to all users.

   • Specific Users or Teams – manually select the users or teams who can edit the pipeline.

8. Review your selections and confirm changes.

Video Walkthrough:

https://drive.google.com/file/d/1y0rJkR5aIalUUz1ZHVpa6tE1Obyh55uz/view

Ownership

Technology Manager