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Felix McDonald
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.