Close a Class or Offering

Step By Step Instructions

Step 1

Navigate to your project by hovering over the "Projects" tab in the top left corner of IMS, and selecting "Project List." From here you can select the project you would like to edit, or use global search to find it as well. After selecting the project, navigate into the correct entity that you are looking to close. 

Step 2 - Four Options

- If you would like to remove the project from the dashboard entirely, then simply click "Unpublish" at the top right of the page. This will remove the project completely from the dashboard, everywhere. 

- To hide a class, you can simply click on the three dots in the top right corner, and select "Edit Classes."
From here, you can hide a class by toggling the "Publish" button to the left of the class. This will hide the class, without completely removing the project. 

- For option three, you can scroll down in the "Edit Classes" page, and turn off "Accepting Investments." This will change the promotional text to "Coming Soon," or whatever you decide to display, by adjusting the text in the box below. This will allow the project to stay on the dashboard, without allowing investors to make new investments. 

- Lastly, you can simply change the project status from "Investing" to "Closed." You may do this by navigating into the project, and then into the entity. Click on the "Project Actions" button at the top right, and select "Edit Project." From here, you should be able to scroll down and select "Liquidated" in place of "investing." This will also close the project out from being invested in, without deleting the project entirely from the dashboard.