Problem Statement At signup, users select their role, but this information is not currently used to tailor the product experience. All users are presented with the same default view regardless of role, so a bookkeeper, sole operator, and practice owner all land on an identical starting point that may not match how they work. Users are not told that their role selection carries any downstream benefit, so the data captured is shallow and under-used. User Impact Bookkeepers within a larger firm are shown all work by default rather than their own, adding friction to find the items assigned to them. Managers and practice owners lack pre-configured oversight views, so they must manually build the segmented views they need to supervise the team. Sole operators see views designed for multi-user firms that don't reflect their solo workflow. Because the role choice feels inconsequential, users may select carelessly, degrading the quality of role data available for onboarding and product decisions. Proposed Solution At signup, inform users that their role selection will shape their default views and pre-loaded layout, encouraging a more considered, accurate choice. Present a different default view per role: Bookkeeper (within a firm): land on "My Items" selected by default. Manager / Practice Owner: land on an all-work view with pre-loaded views segmented by team, including a "Manager View" filtered to their own Manager role. Sole Operator: a streamlined single-user default without multi-user segmentation. Apply these role-based default views consistently across the Task List, the Kanban views, and the Team Overview screen, not just a single surface.
