Getting Started

Account Types

Jun 12, 2024
5 min read
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The 2Point platform is built around a multi-role architecture. Every person who interacts with 2Point — whether they are booking a delivery, driving a van, managing a regional office, or simply receiving a parcel — operates under a specific account type. Each account type has its own dashboard, permissions, capabilities, and access scope, ensuring that every user sees only what is relevant to their role.

There are five account types on 2Point:

  1. Admin
  2. Branch Admin (Location Partner)
  3. Client
  4. Helper
  5. Recipient


 1. Admin

Who is an Admin?

The Admin is the platform superuser—typically the business owner, operations director, or a designated platform manager at 2Point. There may be one or more admins on the platform. Admins have unrestricted access to every feature, user account, configuration setting, and data set on the platform. Every major platform decision flows through or is enabled by the Admin role.

AD
Admin
Full platform access
Create, edit & deactivate all user accounts
Approve Helper & PUDO Owner applications
Configure pricing, zones & service settings
Monitor all bookings across every branch
Access full reports & analytics
Manage fleet, vehicles & integrations
All users & dataYes
All platform settingsYes
All branchesYes


2. Branch Admin (Location Partner)

Who is a Branch Admin?

A Branch admin—also referred to as a Location partner—is a regional or site-level operations manager who oversees day-to-day logistics within a specific geographic branch or zone. Branch admins do not have platform-wide access; their visibility and control are scoped to their assigned location. This role is typically held by franchise partners, regional managers, or site supervisors.

BA
Branch admin
Location-level manager
Manage Helpers within assigned branch/zone
Assign & monitor local bookings
View live map of active branch Helpers
Create bookings on behalf of clients
Access branch-level reports & revenue
Escalate issues to Admin when needed
Own branch onlyYes
Other branchesNo
Platform settingsLimited


3. Client

Who is a Client?

A Client is any individual or business that uses 2Point to book on-demand services. Clients are the primary service buyers on the platform. They can be everyday consumers sending a parcel, families planning a home move, or businesses that require regular delivery, cleaning, or logistics support.

CL
Client
Service customer
Book delivery, moving & cleaning services
Track shipments in real time
Manage saved addresses & contacts
View booking history & download invoices
Submit insurance & dispute claims
Manage payment methods & wallet
Own bookings onlyYes
Other users' dataNo
Platform settingsNo


4. Helper

Who is a Helper?

A Helper is a vetted, verified service provider on 2Point — this includes delivery drivers, movers, and professional cleaners. Helpers are independent contractors who receive and complete job assignments through the platform. They are the operational backbone of 2Point, executing every service that clients book.

HP
Helper
Driver, mover, or cleaner
Receive & accept or decline job assignments
Navigate to pickup & dropoff with in-app maps
Update job status at every milestone
Capture proof of delivery (photo & signature)
Manage earnings, payouts & statements
Set availability, zones & vehicle preferences
Assigned jobs onlyYes
Client personal dataJob context
Platform settingsNo


5. Recipient

Who is a Recipient?

A Recipient is the person or business that receives a delivery booked by a Client. Recipients are not required to have a 2Point account. They interact with the platform through a shared tracking link sent to them automatically when a booking is confirmed. Their role is passive but important — they confirm receipt and may interact with the Helper at the point of delivery.

RC
Recipient
End delivery receiver
Track an inbound parcel via shared link
View live Helper location & ETA
Confirm receipt of delivery
Reschedule delivery window (where enabled)
Redirect to nearest PUDO point if away
Contact delivery Helper via app
No account requiredYes
Booking detailsPartial
Platform settingsNo


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