Publish and Unpublish Sales Offering on Investor Portal (Legacy Investor Portal)

Overview:

If you need to temporarily or permanently remove a project or Sales Offering from the Investor Portal, you can simply unpublish the project, make any adjustments to the project if needed, and then republish it. 

Step by Step:

1. From an IMS Admin account, go to Projects > Project List > Select project > Select the entity and class for which you are choosing to publish/unpublish.

2. Select the three action dots under Project Actions (upper right) and choose Edit Sales Offering.

3. Check or uncheck Publish Offering checkbox to publish or unpublish the Sales Offering on the Investor Portal.

4. Select Save on the Offering Details tab.