Before jumping into setup, let’s take a moment to get organized with a few company-level tasks. These aren’t required in a specific order, but completing them early will help streamline your setup and save time later on.

Goal: User has configured all company-level settings and permissions before adding any data.

Permissions assigned to appropriate team members.

Asset Types created and named according to company standards.

Inventory Types are created and named according to company standards.

Custom fields are defined for both Assets and Inventory.

Asset Miner Link method selected and saved.

Low inventory notification emails are configured with the correct recipients.

Permissions

Assets and Inventory include their own set of permissions to ensure that each team member has the right level of access to complete their daily tasks efficiently. The following roles and permissions are available and can be tailored to fit your organization. You can either add these permissions to existing roles or create a new role specifically for Assets and Inventory management.

Asset Manager – Full control over asset creation, editing, and lifecycle management.

• When to assign: Operations managers, facility leads, or administrators who oversee asset strategy and need unrestricted access to create, modify, and delete assets across all locations.
• Example use case: A Regional Operations Manager who needs to upload new miners across multiple facilities, reassign assets between sites, and manage offline locations.

Edit Assets – Allows users to update asset information, such as details, status, or linked items.

• When to assign: Technicians and coordinators who update asset records during maintenance but don't need permission to delete or create new asset types.
• Example use case: A Field Technician who updates warranty dates, changes offline locations when moving equipment to repair, or links assets to new miners after replacement.

Edit Inventory – Enables changes to inventory items, quantities, and locations.

• When to assign: Warehouse staff, inventory coordinators, or technicians who adjust stock levels, update locations, or assign inventory to tickets.
• Example use case: A Warehouse Coordinator who receives new shipments and updates quantities, or a Technician who marks fans as "assigned" when used in a repair ticket.

Inventory Manager – Provides oversight and management of all inventory records.

• When to assign: Inventory supervisors or procurement leads who need full control over inventory configuration, including creating types, setting thresholds, and managing notifications.
• Example use case: A Procurement Manager who monitors reorder reports, adjusts notification thresholds seasonally, and creates new inventory types for recently approved parts.

Manage Cycle Counts – Grants access to create, perform, and review cycle counts for inventory accuracy.

• When to assign: Compliance officers, auditors, or senior operations staff responsible for conducting regular inventory verification and finalizing count results.
• Example use case: A Compliance Lead who schedules quarterly cycle counts, reviews discrepancies with warehouse teams, and finalizes counts for audit records.

Best Practice: Start with restrictive permissions and expand access as team members demonstrate proficiency. For organizations with multiple facilities, consider creating location-specific roles to limit access based on geographic responsibility.

Settings

Within Settings in Foreman, you’ll now see two new tiles dedicated to Assets and Inventory configuration. Depending on your permissions, you can access these tabs to make adjustments that fit your organization’s structure and workflow.

Asset Configurations

Asset Configuration provides several options for customization, including:

• Asset Types
• Asset Fields
• Asset Miner Link
• Asset Cycle Count Configuration
• Asset Cycle Count Settings

These settings allow you to define how assets are categorized, tracked, and maintained. Below is an overview of each area and guidance on how to configure them.

Asset Types

Asset Type is a single-select field used to categorize the kind of Asset you’re managing. Proper categorization ensures accurate reporting, easier tracking, and smoother automation across your workflow. While system defaults are already included and cannot be removed—ASIC Miner, GPU Miner, and Infrastructure Component—you can add or manage your own custom types as needed.

To create a new type:

1. Navigate to Settings, then select the Assets tile.
2. Click Add Type, and enter the name of your new asset type.
3. Scroll down and click Save to apply your changes.
    

Once created, your new type will be available to assign to any Asset in the system. If you ever need to remove a custom type, be sure to reassign all Assets currently associated with it to another type first, as deletion is only possible once those links have been cleared.

Asset Fields

Asset Fields are fully customizable fields that you can create directly from the same Settings page. These fields allow you to tailor the asset data you capture to match your organization’s existing processes or record-keeping needs. Each field is optional, and you can define the field type as Date, Date and Time, Text, Number, or Choice. This flexibility makes it easy to bring over and maintain any important data points your team already tracks outside of Foreman.

To create a new field:

1. Navigate to Settings, then select the Assets tile.
2. Click Add Field, choose the field type from the dropdown, and enter a name for the field.
3. If your organization includes sub-clients, you can toggle whether this custom field should also appear for them.
4. If you select Choice as the field type, you’ll have the option to add, reorder, edit, or delete multiple choices directly in this view.

5. Scroll down and click Save to apply your changes.
    

   

Once created, your custom field will be available for all new and existing Assets, giving your organization complete control over the type of information you track.

How To: Create a custom asset field 

Asset Miner Link

Asset Miner Link is an organization-level setting that determines how Foreman connects your existing Miners to their corresponding Assets. You can choose to link based on Miner Serial, Miner MAC, or a Miner Custom Field Name. Selecting the right option here helps ensure a smooth and accurate setup later in the process. This setting can be updated at any time if your linking method changes.

Choosing the Right Linking Method

Link by Miner Serial  Recommended for most operations

• Best for: Organizations that consistently track serial numbers and have them readily available.
• Pros: Serial numbers are unique, manufacturer-provided, and don't change over the device's lifetime.
• Cons: Requires serial numbers to be entered accurately in both systems; older equipment may have worn or missing serial labels.
• When to use: Your team already maintains serial number records in spreadsheets, you conduct regular audits using serial numbers, or you're tracking warranty and RMA processes.

Link by Miner MAC

• Best for: Operations that primarily identify devices by network address.
• Pros: MAC addresses are automatically detected by Foreman when miners are online; no manual data entry is needed if miners are connected.
• Cons: MAC addresses can change if network cards are replaced, which may cause broken links after hardware repairs.
• When to use: Your facility exclusively uses network-based identification, miners are always online and networked, or you don't have reliable serial number documentation.

Link by Miner Custom Field Name

• Best for: Organizations with existing custom identification systems (e.g., internal asset tags, barcode systems, location-based naming).
• Pros: Maximum flexibility; use any identifier that matches your current process.
• Cons: Requires you to populate the custom field for every miner first; more setup work upfront.
• When to use: You've already implemented a custom tagging system, your team uses internal asset IDs instead of serials, or you need to link based on location codes (e.g., "Facility-A-Rack-12-Slot-03").

How to Set Your Link Method

To set the Link On value:

1. Navigate to Settings, then select the Assets tile.
2. From the dropdown, choose your preferred linking method.
3. Scroll down and click Save to confirm your selection.

Pro Tip: If you're unsure which method to use, start with Miner Serial. You can always export your current asset list, verify which field has the most complete and accurate data, and switch the linking method later. After changing the link method, click "Sync Now" from the Assets page to re-link all items using the new field.

Asset Cycle Count Configurations

Asset Cycle Count Configuration is where you define the criteria and structure for your cycle counts. Each cycle count can be customized to meet your organization’s needs, and you can have multiple configurations active at the same time. This feature gives you flexibility in how you track and verify asset accuracy over time. If you’re not ready to set up cycle counts right away, you can skip this section and return later—we’ll cover cycle counts in more detail at the end of this guide.

To add a new configuration:

1. Navigate to Settings, then select the Assets tile.
2. Click Add Configuration to create a new row.
3. Enter a name for the cycle count.
4. Select the type(s) using the single or multi-select options.
5. Choose the time frame as either a calendar year or a rolling year.
6. Set two key values: counts per time frame and cycles per count.

7. Click Save at the bottom to apply your configuration.
    

   

    

Once created, your new configuration will determine how and when assets are included in cycle counts, helping maintain accurate records and accountability across your inventory.

Asset Cycle Count Settings gives you control over whether to display or hide the Infrastructure Location Name during cycle counts. Simply toggle the setting on or off based on your preference, then click Save to apply your choice.

Inventory Configuration

Inventory Configuration includes three main areas:

• Inventory Types
• Inventory Fields
• Low Inventory Notification Emails

These settings let you tailor how inventory is categorized, tracked, and managed across your organization. The sections below provide an overview of each area and instructions for configuration.

Inventory Types

Inventory Types are single-select fields used to categorize the kind of inventory you’re tracking. These categories make it easier to organize and report on materials, consumables, and components used in your operation. No system defaults exist, so you can create your own to match your specific workflow.

To add a new Inventory Type:

1. Navigate to Settings, then select the Inventory tab.
2. Click Add Type, and enter the name of the new type.
3. Scroll down and click Save to confirm your changes.

Once created, your new type will appear as an option whenever you add or edit inventory items. If you need to delete a custom type later, make sure all inventory items using that type are reassigned first.

How To: Set up inventory types and inventory fields 

Inventory Fields

Inventory Fields are fully customizable and allow you to capture additional information specific to your organization’s needs. These fields can be defined as Date, Date and Time, Text, Number, or Choice, giving you flexibility to track exactly what matters most to your team. For example, you might create fields to track warranty expiration, supplier name, or reorder frequency.

To create a new Inventory Field:

1. Go to Settings, then select the Inventory tile.
2. Click Add Field, select the field type, and enter a name.
3. If you have sub-clients, you can toggle whether this field should also appear for them.
4. For Choice fields, you can add, reorder, or edit multiple options directly in this section.
5. Scroll down and click Save to apply your new field.
    

Once saved, these fields will be available for all inventory records, ensuring consistent data collection across your organization.

How To: Set up inventory types and inventory fields 

Low Inventory Notification Emails

Low Inventory Notification Emails help your team stay proactive by automatically alerting the right people when inventory levels fall below a defined threshold. This ensures you never run out of critical materials or spare parts needed to maintain smooth operations.

To configure notification emails:

1. Navigate to Settings, then open the Inventory tile.
2. Enter one or more email addresses to receive notifications.
3. Click Save to confirm your settings.

Once configured, Foreman will automatically send notifications when inventory levels dip below the individually set limit, helping your team respond quickly and prevent supply shortages.

How To: Set up low inventory notifications when adding a new inventory item 

Troubleshooting Common Setup Issues

Even with careful planning, you may encounter challenges during initial configuration. Here are common issues and their solutions:

Problem: Assets won't link to miners after upload

• Cause: The linking field (Serial, MAC, or Custom Field) doesn't match between the asset and the miner record.
• Solution:
  1. Navigate to Settings → Assets and verify your Asset Miner Link setting matches the field you're using in your CSV
  2. Export your current assets and check for typos, extra spaces, or formatting inconsistencies
  3. Ensure miner records have the corresponding field populated (e.g., if linking by Serial, all miners must have serial numbers entered)
  4. Use "View Unlinked Now" to see which specific assets failed to link, then manually verify the data

Problem: CSV upload fails with "duplicate Asset ID" error

• Cause: Your CSV contains multiple rows with the same Asset ID, or an asset with that ID already exists in Foreman.
• Solution:
  1. Open your CSV and search for duplicate values in the Asset ID column.
  2. Export your current assets to check if the ID already exists in the system.
  3. Assign unique Asset IDs to all items before re-uploading.
  4. If intentionally updating existing assets, download the current list, modify it, and re-upload.

Problem: Custom fields don't appear after creation

• Cause: The field was created, but the page wasn't refreshed, or sub-client visibility wasn't enabled.
• Solution:
  1. Refresh your browser after saving new custom fields.
  2. Check Settings → Assets or Inventory to confirm the field was saved.
  3. If working with sub-clients, ensure the "show for sub-clients" toggle is enabled.
  4. Clear the browser cache if the fields still don't appear.

Problem: Low inventory notifications aren't sending

• Cause: Email addresses weren't saved correctly, or the notification threshold wasn't set on individual items.
• Solution:
  1. Verify emails are entered correctly in Settings → Inventory → Low Inventory Notification Emails.
  2. Check that each inventory item has a "Notification Amount" value set (this is item-specific, not global).
  3. Test by temporarily lowering a threshold on a test item below its current quantity.
  4. Check spam/junk folders for initial notifications.

Problem: Mismatched Linked Assets count won't decrease

• Cause: Asset data (client, location, or linked item details) conflicts with the corresponding miner record.
• Solution:
  1. Click "View Mismatched Now" to see which assets are affected.
  2. Compare the Asset's client and location with its linked miner's data.
  3. Update either the asset or the miner record to ensure consistency.
  4. Click "Sync Now" after corrections to refresh the match status.

Still having issues? Contact Foreman support below with specific error messages, screenshots, and a description of what you were trying to accomplish. Include your company name and a link to the affected asset or inventory item if possible.