ERRO • Simplified Sales

Return to All Articles

Article Sections

1. Getting Started

1.1 Account Setup

1.2 QuickStart Guide

1.3 Mobile Setup

2. Leads

2.1 Create a Lead

2.2 Edit a Lead

2.3 Add a Tag or Stage to a Lead

2.4 Create an Email Template

2.5 Create an Email Campaign

2.6 Edit Your Lead Form

2.7 Embed Your Lead Form

3. Library

3.1 Create a Library

3.2 Create a Budget

3.3 Calculate Profit for Library Items

3.4 Calculate Tax for Library Items

4. Sales Template

4.1 Create a Sales Template

5. Estimate

5.1 Create an Estimate

5.2 Save a Revision of an Estimate

5.3 Approve or Reject an Estimate

6. Proposal

6.1 Create a Proposal

6.2 Create a Proposal Template

6.3 Edit a Proposal Template

6.4 Send a Draft Proposal

6.5 Send a Proposal

6.6 Sign a Proposal

7. Invoice

7.1 Create an Invoice

7.2 Edit an Invoice

7.3 Create a Payment Schedule

7.4 Send an Invoice

7.5 Record a Payment

8. Change Order

8.1 Create a Change Order

9. Organization Management

9.1 Organization Overview

9.2 Manage Organization Members

9.3 Update Organization Details/Branding

9.4 Manage Your Erro Subscription

9.5 Manage Organization Permissions

10. Team Management

10.1 Teams Overview

10.2 Create a Team

10.3 Manage Team Permissions

10.4 Manage Team Members

10.5 Manage Team Details

10.6 Turn On Internal Approvals

10.7 Turn On Base and Options Pricing

11. Account Management

11.1 Change Account Details

11.2 View and Manage Team Memberships

11.3 View and Manage Organization Memberships

View/Manage Organization Memberships

Step-by-step on how to manage your organization memberships.

By Erro Support | 01/25/2026

1 min read

Account Management

1. Open Account Settings

From any page within the Erro app, click on your profile icon or name in the top right corner. This will open a dropdown menu where you can select 'Account Settings' to view and update your account details.

2. Click the 'My Organizations' Tab

Clicking the 'My Organizations' tab within the Account Settings will allow you to view and manage your organization memberships. It shows you all organizations you are a member of in a grid and provides basic details of each.

3. Leaving a Team

To leave an organization, click the three dots on the organization card you wish to leave and select 'Leave Organization' from the dropdown menu. Confirm your choice in the prompt that appears to successfully leave the organization.

You can rejoin an organization only if you are invited again by an organization administrator. They can only reinvite you if the organization has available member seats.

Change Account Details

Step-by-step on how to change account details.

Account Management

5 min read

1/25/2026

Erro Support

Learn More

View and Manage Team Memberships

Step-by-step on how to manage your team memberships.

Account Management

1 min read

1/25/2026

Erro Support

Learn More

View and Manage Organization Memberships

Step-by-step on how to manage your Organization memberships.

Account Management

1 min read

1/25/2026

Erro Support

Learn More

Article Sections

1. Getting Started

2. Leads

3. Library

4. Sales Template

5. Estimate

6. Proposal

7. Invoice

8. Change Order

9. Organization Management

10. Team Management

11. Account Management

View/Manage Organization Memberships

Step-by-step on how to manage your organization memberships.

1. Open Account Settings

2. Click the 'My Organizations' Tab

3. Leaving a Team

Other Account Management Articles

Explore more articles to help you get the most out of Erro.

Change Account Details

View and Manage Team Memberships

View and Manage Organization Memberships