Role-based onboarding
Tailor setup to the user's actual job or use case.
- Use when
- Different roles have materially different first tasks.
- Avoid when
- Role selection would only change headline copy.
What this pattern must solve
Move a new user toward first value through meaningful setup rather than a feature tour. For this pattern, the practical fit is: Different roles have materially different first tasks.
Avoid forcing it into the product when role selection would only change headline copy. A recognizable pattern is only useful when it reduces work or uncertainty for the person using it.
Information anatomy
Start with these relationships before choosing layout treatment. Their order may change with the task, but each one needs an explicit place.
- Goal or role choice
- Progress and remaining work
- Current task
- Skip, save, or return path
States the screenshot will not show
A polished default view is incomplete. Design and verify these states so the implementation stays useful when data, permissions, timing, or connectivity change.
- First visit
- Partially complete
- Blocked step
- Completed setup
Responsive and accessible behavior
Keep the current task and progress legible; avoid compressing a desktop stepper into tiny labels.
- Name progress in text
- Keep optional steps explicit
- Move focus when the active step changes
UI/UX and public-page checks
The pattern prompt carries these implementation checks into the task. Apply only the public-page checks that match the route and content.
- 01 Purpose
- 09 Choice
- 10 Chunking
- 11 Disclosure
- 12 Feedback
- 13 Recovery
- 15 Responsive
- 09 Rendering
- 14 Core Web Vitals
- 15 Mobile/accessibility
Full implementation prompt
This combines the shared inspection contract, the pattern-specific task, fit guidance, verification requirements, and a visible source link. Replace bracketed context with real product details before using it.
You are designing or repairing a real interface inside an existing product. Do not start by decorating it.
FIRST, establish the screen job in one sentence: “This screen helps [specific user] understand/do [specific thing] so they can [specific next action].” Inspect the current repository, `design.md`, existing components, tokens, routes, data flow, accessibility behavior, tests, and any supplied reference screenshot before editing. Preserve working product behavior and the project’s existing brand language unless the task explicitly replaces it.
Use the Morten A. Giraffe UI/UX field-guide principles as constraints: purpose before polish, visible hierarchy, relationship-driven spacing, meaningful contrast, clear proximity, behavioral consistency, familiar interaction patterns, reachable targets, structured choice, chunking, progressive disclosure, immediate feedback, recoverable errors, accessibility, responsive purpose, deliberate sequence, trust near doubt, and outcome-based measurement.
ANTI-AI-SLOPE RULES: do not default to generic SaaS composition, random gradients, glow effects, glassmorphism, oversized rounded cards, cards-inside-cards, decorative icon circles, fake stats, fake testimonials, meaningless bento grids, excessive pills, filler copy, giant empty spacing, or animation that does not explain state. Do not invent proof, customer names, metrics, security claims, reviews, or product capabilities.
SPECIFIC TASK — ROLE-BASED ONBOARDING
Ask one concise role/use-case question only if it changes setup, examples, defaults or next steps. Allow later changes, use task-based options rather than stereotypes and include other/skip where appropriate.
Use when: Different roles have materially different first tasks.
Avoid when: Role selection would only change headline copy.
IMPLEMENTATION CONTRACT
- Use semantic HTML and the project’s existing accessible primitives before creating new ones.
- Keep one clear primary action; visually subordinate secondary and tertiary actions.
- Design the complete state model where relevant: idle, hover/focus, loading, success, empty, partial data, disabled, validation error, server error, offline/retry, and permission/locked.
- Preserve user input after recoverable errors. Explain what happened and the next useful action.
- Make keyboard operation, visible focus, logical tab order, screen-reader naming, contrast, reduced motion, zoom/reflow, and touch targets part of the implementation—not a later patch.
- Treat mobile as the same purpose under different constraints, not a squeezed desktop. Verify narrow phones, tablet, desktop, long content, and 200% zoom.
- Avoid new dependencies unless the existing stack cannot reasonably support the requirement.
- Keep copy specific, human, and useful. Button labels should describe the outcome.
- For public/indexable pages, keep important meaning, links, headings, and metadata available without requiring client JavaScript; preserve truthful canonicals, titles, structured data, and internal links.
- Protect performance: avoid layout shift, oversized media, unnecessary client JavaScript, and effects that hurt responsiveness.
- Do not silently remove routes, integrations, analytics, auth behavior, deep links, metadata, or existing functionality.
- Run the project’s relevant build, typecheck, lint, tests, and targeted browser checks after implementation. Fix issues caused by your changes.
BEFORE CALLING IT COMPLETE, report: (1) page/screen job, (2) files changed, (3) what was preserved, (4) UX rules applied, (5) responsive/accessibility states verified, (6) tests/checks run with results, (7) remaining unknowns or production-only checks. Never claim “bug free,” “fully accessible,” or “regression free” without evidence.
Source: Morten A. Giraffe UI Prompt Field Guide — https://www.mortenagiraffe.com/journal/ui-prompt-library-for-vibe-coders/05-03-role-based-onboardingVerify the result
Confirm each step advances a real setup outcome and that interrupted work can resume. For “Role-based onboarding,” success means the interface solves this fit: Different roles have materially different first tasks.
Also confirm keyboard completion, visible focus, zoom and text reflow, reduced motion, touch targets, loading and error recovery, console output, existing behavior, and any route metadata affected by the change.