What permissions to edit deal stage properties?

[RBosworth]

I'm trying to add fields to our deal stages and control which are required.  (Basically following this post: https://community.hubspot.com/t5/Releases-and-Updates/Set-Properties-for-Moving-Between-Deal-Stages/...)

What permissions does a user need to modify the deal stage properties?

[karstenkoehler · Accepted solution]

Hi @RBosworth,

The required permission is under Account > Account access > Edit account defaults:

Best regards!

[RBosworth]

No dice!

[elizheleva]

Hi @RBosworth,

Those are a part of the CRM and sales section which are even available in the free version. So, unless any permission sets and roles have been created in your account, you should be able to update them.

Are you not seeing the Pipeline section in the settings or you cannot save the changes? 

I hope that helps, 

Eli

Problem solver @ crmsquad 

[RBosworth]

I have access to the pipeline settings and can re-arrange pipeline stages -- but cannot edit stage properties on the right hand side.  My admin can't find the associated permissions for that access?