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How to find CGX 2.0 contacts

CGX 2.0 on Google Apps has its own contacts directory: here are the instructions to find the people in the CGX 2.0 Contacts list.

Step1: Click on Share in Google Docs (or on Google Sites)

Step 2. By default, users are invited 'as collaborators', i.e. they are given full editing rights on the content. If you want them only to view your document, change the permissions to: 'as viewers' .

Step 3: Write the name or last name of the person you wish to find in the CGX 2.0 contacts list and the system will show you the possible matching names. If the system shows you the name of the person you wish to collaborate with, click on the name of the person and it will be included in the list: 

E.g: Search for: pas

Note: please make sure you select the @cgxchange.org account, do not share items with the @cgiar.org addresses. Use only the account with @cgxchange.org extension. Collaborators invited with their @cgxchange.org account will be notified on their @cgiar.org account.

Note: You can continue to write more names if you want to share the document with more than one individual.

If you do not find the person you want to invite, this may be due to a couple of reasons:

1. It is the first time you want to share something with them so they don't appear automatically in the Contacts list. Just add their @cgxchange.org address  (E.g.: a.pastore@cgxchange.org) manually and they will show up automatically the next time.

2. It may be that the person you are trying to share the document with has never logged on to CGX, so invite them to logon by sending them a message to their cgiar.org addresses and ask them to follow these instructions: Sign in to Google Apps.


Step 3a: You can also click on 'Choose from Contacts' and search for the name of the contact(s) on CGX 2.0. 

A separate window will be brought up called Contact Picker:

 The field that is marked Search My Contacts & CGXchange, is the location where you would begin typing in the name you are looking for:




As you begin to type a list of names will begin to appear. Click on the appropriate name and it will be added to the To: field at the bottom of the Contact Picker. You can continue to search for more names if you want to share this document with more than one individual. 
  

When you are finished selecting the contacts, click on Done.

Note: If you do not find a CGIAR person in the CGX 2.0 contact list and you want to collaborate with them, please ask your colleague to sign-in to CGX so they can appear in the search automatically the next time. You can however write their complete username manually (e.g: a.pastore@cgxchange.org); this will send them a notification inviting them to see the documen/site/calendar you have shared with them.